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Avantax Advisory Services’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Avantax Advisory Services’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
2025
Q1 		– Sell
-6,319
Closed -$405K – 2308
2024
Q4 		$405K Buy
6,319
+776
+14% +$52K ﹤0.01% 1584
2024
Q3 		$356K Buy
5,543
+700
+14% +$41.9K ﹤0.01% 1636
2024
Q2 		$282K Buy
+4,843
New +$281K ﹤0.01% 1734

Other funds holding QMOM

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Avantax Advisory Services sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q1 2025, closing a stake of 6,319 shares — an estimated $405K sold.

Avantax Advisory Services first reported a position in QMOM in Q2 2024 and held it in 3 quarters. The position peaked at $405K in Q4 2024. 55 funds tracked by Wall St. Rank hold QMOM as of Q1 2025.

  • Avantax Advisory Services reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 6,319 Alpha Architect US Quantitative Momentum ETF shares in Q1 2025, an estimated $405K.
  • Avantax Advisory Services first reported a position in Alpha Architect US Quantitative Momentum ETF in Q2 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Alpha Architect US Quantitative Momentum ETF position peaked at $405K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q1 2025.

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