Belpointe Asset Management’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-66	Closed	-$2.98K	–	2689
2023 Q1	$2.98K	Hold	66	–	–	﹤0.01%	3199
2022 Q4	$3.03K	Buy	+66	New	+$3.21K	﹤0.01%	3113
2022 Q2	–	Sell	-13,354	Closed	-$660K	–	1236
2022 Q1	$660K	Buy	13,354 +8,144	+156%	+$390K	0.04%	443
2021 Q4	$261K	Sell	5,210 -198	-4%	-$10.2K	0.02%	778
2021 Q3	$266K	Buy	+5,408	New	+$270K	0.02%	740

Other funds holding QMOM

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 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 $969M AUM 19.6% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

EST

EA Series Trust Havertown, Pennsylvania $2.84B AUM

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's QMOM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q2 2023, closing a stake of 66 shares — an estimated $2.98K sold.

Belpointe Asset Management first reported a position in QMOM in Q3 2021 and held it in 5 quarters. The position peaked at $660K in Q1 2022. 35 funds tracked by Wall St. Rank hold QMOM as of Q2 2023.

Belpointe Asset Management reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 66 Alpha Architect US Quantitative Momentum ETF shares in Q2 2023, an estimated $2.98K.
Belpointe Asset Management first reported a position in Alpha Architect US Quantitative Momentum ETF in Q3 2021 and held it in 5 quarters.
Belpointe Asset Management's Alpha Architect US Quantitative Momentum ETF position peaked at $660K in Q1 2022.
35 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.