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Virtus Terranova shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Virtus Terranova (JOET) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Virtus Terranova

Tip: Access up to 7 years of quarterly data

All positions including Virtus Terranova held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Terranova by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 62k 42.00

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Virtus Terranova

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

View all funds holding Virtus Terranova