Betterment LLC’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

Betterment LLC’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
2024 Q4	–	Sell	-9,038	Closed	-$260K	–	447
2024 Q3	$260K	Sell	9,038 -3,137	-26%	-$87.7K	﹤0.01%	394
2024 Q2	$336K	Sell	12,175 -990	-8%	-$27.8K	﹤0.01%	331
2024 Q1	$384K	Sell	13,165 -1,594	-11%	-$44.5K	﹤0.01%	285
2023 Q4	$389K	Buy	14,759 +747	+5%	+$18.8K	﹤0.01%	251
2023 Q3	$344K	Buy	14,012 +279	+2%	+$7.09K	﹤0.01%	250
2023 Q2	$354K	Buy	13,733 +1,700	+14%	+$44.3K	﹤0.01%	228
2023 Q1	$318K	Buy	12,033 +2,300	+24%	+$59.2K	﹤0.01%	229
2022 Q4	$242K	Buy	+9,733	New	+$245K	﹤0.01%	236

Other funds holding IMOM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

BBNB

Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return

Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return

Betterment LLC's IMOM Position: Q4 2024 in Review

Betterment LLC sold out of Alpha Architect International Quantitative Momentum ETF (IMOM) in Q4 2024, closing a stake of 9,038 shares — an estimated $260K sold.

Betterment LLC first reported a position in IMOM in Q4 2022 and held it in 8 quarters. The position peaked at $389K in Q4 2023. 20 funds tracked by Wall St. Rank hold IMOM as of Q4 2024.

Betterment LLC reported no remaining Alpha Architect International Quantitative Momentum ETF position as of Q4 2024 after selling out during the quarter.
Betterment LLC sold 9,038 Alpha Architect International Quantitative Momentum ETF shares in Q4 2024, an estimated $260K.
Betterment LLC first reported a position in Alpha Architect International Quantitative Momentum ETF in Q4 2022 and held it in 8 quarters.
Betterment LLC's Alpha Architect International Quantitative Momentum ETF position peaked at $389K in Q4 2023.
20 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q4 2024.

Based on Betterment LLC's 13F filing for Q4 2024, filed 14 Feb 2025.