VIRTUS ETF TR II's ticker is JOET and the CUSIP is 92790A504. A total of 31 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $477,043 | -68.7% | 15,549 | -71.5% | 0.20% | -73.3% |
| Q3 2023 | $1,523,463 | -84.7% | 54,624 | -84.2% | 0.73% | -84.2% |
| Q2 2023 | $9,933,332 | +23.8% | 345,267 | +18.4% | 4.62% | +10.2% |
| Q1 2023 | $8,024,004 | +125.5% | 291,660 | +119.1% | 4.19% | +104.2% |
| Q4 2022 | $3,557,554 | +528.5% | 133,142 | +477.6% | 2.05% | +483.0% |
| Q3 2022 | $566,000 | – | 23,051 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 250,556 | $6,694,850 | 3.04% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 133,142 | $3,557,554 | 2.05% |
| Financial Enhancement Group LLC | 167,202 | $4,683,328 | 0.90% |
| Palumbo Wealth Management LLC | 35,890 | $958,981 | 0.76% |
| Milestone Investment Advisors LLC | 75,808 | $2,025,590 | 0.71% |
| Total Clarity Wealth Management, Inc. | 52,134 | $1,393,020 | 0.71% |
| Institute for Wealth Management, LLC. | 30,832 | $823,831 | 0.17% |
| Grassi Investment Management | 17,412 | $465 | 0.06% |
| HARBOUR INVESTMENTS, INC. | 11,112 | $296,913 | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 89,169 | $2,383 | 0.01% |