VIRTUS ETF TR II's ticker is JOET and the CUSIP is 92790A504. A total of 26 filers reported holding VIRTUS ETF TR II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,342 | -5.9% | 7,506 | -2.9% | 0.00% | – |
Q2 2023 | $222,363 | +4.6% | 7,729 | +0.1% | 0.00% | – |
Q1 2023 | $212,495 | +7.0% | 7,724 | +3.9% | 0.00% | – |
Q4 2022 | $198,610 | +8.5% | 7,433 | +0.0% | 0.00% | – |
Q3 2022 | $183,000 | -6.6% | 7,430 | -4.6% | 0.00% | – |
Q2 2022 | $196,000 | -25.8% | 7,792 | -11.5% | 0.00% | – |
Q1 2022 | $264,000 | +8.6% | 8,806 | +19.6% | 0.00% | – |
Q4 2021 | $243,000 | – | 7,360 | – | 0.00% | – |
Download |
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% |