JOET · Insider trading · 13F holders · Congress trades
Virtus ETF Tr II (JOET)
Who is buying and selling JOET: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JOET at a glance
- No open-market insider purchases or sales of JOET were filed in the last 90 days.
- 4 13F filers hold JOET among their 50 largest positions, worth $9.1M combined. The biggest bets by portfolio weight are Cassady Wealth & Retirement Planning, LLC (2.1%), Apeiron RIA LLC (0.6%) and Wealth Management Partners, LLC (0.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in JOET.
JOET insider trading
No open-market insider purchases or sales of JOET were filed in the last 90 days.
Who owns JOET? Hedge funds and superinvestors
4 13F filers hold JOET among their 50 largest positions, worth $9.1M combined. The biggest bets by portfolio weight are Cassady Wealth & Retirement Planning, LLC (2.1%), Apeiron RIA LLC (0.6%) and Wealth Management Partners, LLC (0.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cassady Wealth & Retirement Planning, LLCWealth manager | 2.1% | $4.5M | 96,521 | +13.5% shares | Q2 2026 |
| Apeiron RIA LLCWealth manager | 0.6% | $2.4M | 53,395 | +0.8% shares | Q3 2026 |
| Wealth Management Partners, LLCWealth manager | 0.4% | $1.8M | 41,012 | +2.5% shares | Q3 2026 |
| DKM Wealth Management, Inc.Wealth manager | 0.2% | $333K | 7,387 | -2.7% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 1). Screen JOET in the grand portfolio →
JOET stock trades by members of Congress
No member of Congress has disclosed a trade in JOET.
JOET questions and answers
Are insiders buying JOET stock?
No open-market insider purchases or sales of JOET were filed in the last 90 days.
Which hedge funds own JOET?
4 13F filers hold JOET among their 50 largest positions, worth $9.1M combined. The biggest bets by portfolio weight are Cassady Wealth & Retirement Planning, LLC (2.1%), Apeiron RIA LLC (0.6%) and Wealth Management Partners, LLC (0.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded JOET?
No member of Congress has disclosed a trade in JOET.
Who is the largest holder of JOET?
Among 13F filers, Cassady Wealth & Retirement Planning, LLC reports the largest JOET position, $4.5M (96,521 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cassady Wealth & Retirement Planning, LLC's: 2.1% of its portfolio.
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