AWM
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Affinity Wealth Management’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Affinity Wealth Management’s Portfolio QMOM Stock Details QMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-409,433
Closed -$18.8M – 121
2022
Q4 		$18.8M Buy
+409,433
New +$19.9M 4.46% 9

Other funds holding QMOM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Affinity Wealth Management's QMOM Position: Q1 2023 in Review

Affinity Wealth Management sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q1 2023, closing a stake of 409,433 shares — an estimated $18.8M sold.

Affinity Wealth Management first reported a position in QMOM in Q4 2022 and held it in 1 quarter. The position peaked at $18.8M in Q4 2022. 34 funds tracked by Wall St. Rank hold QMOM as of Q1 2023.

  • Affinity Wealth Management reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Affinity Wealth Management sold 409,433 Alpha Architect US Quantitative Momentum ETF shares in Q1 2023, an estimated $18.8M.
  • Affinity Wealth Management first reported a position in Alpha Architect US Quantitative Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Affinity Wealth Management's Alpha Architect US Quantitative Momentum ETF position peaked at $18.8M in Q4 2022.
  • 34 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q1 2023.

Based on Affinity Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.