AAS
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Avantax Advisory Services’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

Avantax Advisory Services’s Portfolio IMOM Stock Details IMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,792
Closed -$207K – 2286
2024
Q4 		$207K Buy
7,792
+810
+12% +$22.7K ﹤0.01% 2038
2024
Q3 		$201K Buy
+6,982
New +$195K ﹤0.01% 2001

Other funds holding IMOM

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return

Avantax Advisory Services's IMOM Position: Q1 2025 in Review

Avantax Advisory Services sold out of Alpha Architect International Quantitative Momentum ETF (IMOM) in Q1 2025, closing a stake of 7,792 shares — an estimated $207K sold.

Avantax Advisory Services first reported a position in IMOM in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 24 funds tracked by Wall St. Rank hold IMOM as of Q1 2025.

  • Avantax Advisory Services reported no remaining Alpha Architect International Quantitative Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 7,792 Alpha Architect International Quantitative Momentum ETF shares in Q1 2025, an estimated $207K.
  • Avantax Advisory Services first reported a position in Alpha Architect International Quantitative Momentum ETF in Q3 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Alpha Architect International Quantitative Momentum ETF position peaked at $207K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.