BFA
QMOM icon

Brendel Financial Advisors’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Brendel Financial Advisors’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
-11,159
Closed -$716K – 102
2024
Q4 		$716K Sell
11,159
-190
-2% -$12.7K 0.43% 54
2024
Q3 		$728K Sell
11,349
-328
-3% -$19.6K 0.41% 56
2024
Q2 		$680K Buy
11,677
+1,746
+18% +$101K 0.43% 58
2024
Q1 		$587K Buy
+9,931
New +$540K 0.67% 37

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

Brendel Financial Advisors's QMOM Position: Q1 2025 in Review

Brendel Financial Advisors sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q1 2025, closing a stake of 11,159 shares — an estimated $716K sold.

Brendel Financial Advisors first reported a position in QMOM in Q1 2024 and held it in 4 quarters. The position peaked at $728K in Q3 2024. 55 funds tracked by Wall St. Rank hold QMOM as of Q1 2025.

  • Brendel Financial Advisors reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 11,159 Alpha Architect US Quantitative Momentum ETF shares in Q1 2025, an estimated $716K.
  • Brendel Financial Advisors first reported a position in Alpha Architect US Quantitative Momentum ETF in Q1 2024 and held it in 4 quarters.
  • Brendel Financial Advisors's Alpha Architect US Quantitative Momentum ETF position peaked at $728K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q1 2025.

Based on Brendel Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.