VIRTUS ETF TR II's ticker is JOET and the CUSIP is 92790A504. A total of 30 filers reported holding VIRTUS ETF TR II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $870,150 | -4.0% | 31,204 | -1.0% | 0.00% | -50.0% |
| Q2 2023 | $906,870 | +26.9% | 31,533 | +21.3% | 0.00% | +100.0% |
| Q1 2023 | $714,841 | +6.5% | 25,987 | +3.5% | 0.00% | 0.0% |
| Q4 2022 | $671,000 | +14.9% | 25,117 | +5.7% | 0.00% | 0.0% |
| Q3 2022 | $584,000 | +18.9% | 23,771 | +21.5% | 0.00% | 0.0% |
| Q2 2022 | $491,000 | -11.5% | 19,572 | +5.9% | 0.00% | 0.0% |
| Q1 2022 | $555,000 | -8.4% | 18,482 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $606,000 | +47.8% | 18,364 | +32.6% | 0.00% | 0.0% |
| Q3 2021 | $410,000 | +215.4% | 13,846 | +209.1% | 0.00% | – |
| Q2 2021 | $130,000 | +225.0% | 4,479 | +199.2% | 0.00% | – |
| Q1 2021 | $40,000 | – | 1,497 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palumbo Wealth Management LLC | 61,093 | $1,703,884 | 0.94% |
| Total Clarity Wealth Management, Inc. | 59,676 | $1,664,364 | 0.80% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 54,624 | $1,523,463 | 0.73% |
| Milestone Investment Advisors LLC | 75,327 | $2,100,871 | 0.60% |
| Institute for Wealth Management, LLC. | 42,395 | $1,182,397 | 0.21% |
| Grassi Investment Management | 15,187 | $424 | 0.05% |
| NewEdge Advisors, LLC | 131,568 | $3,669,440 | 0.04% |
| Mutual Advisors, LLC | 25,568 | $713,092 | 0.03% |
| HARBOUR INVESTMENTS, INC. | 13,280 | $370,379 | 0.02% |
| DHJJ Financial Advisors, Ltd. | 1,152 | $32,130 | 0.02% |