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Virtus Terranova shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Virtus Terranova (JOET) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Virtus Terranova

Tip: Access up to 7 years of quarterly data

All positions including Virtus Terranova held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Terranova by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.3k 180 46.29

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Virtus Terranova

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Cambridge Investment Research Advisors
Main Street Financial Solutions
Raymond James Financial
Cassady Wealth & Retirement Planning
Goss Wealth Management
Advisor Group Holdings
Apeiron RIA
Susquehanna International
Total Clarity Wealth Management
Wealth Management Partners
Institute For Wealth Management

View all funds holding Virtus Terranova