Creative Planning »

Virtus Terranova shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Virtus Terranova

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Virtus Terranova by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $507k 12k 42.00
2025-09-30 $528k 12k 43.01

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative 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
Advisor Group Holdings
Total Clarity Wealth Management
Wealth Management Partners
Institute For Wealth Management
Susquehanna International
Palumbo Wealth Management
Bleakley Financial Group
CLS Investments

View all funds holding Virtus Terranova