BWM Planning’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

BWM Planning’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
2026 Q1	$13.7M	Buy	200,955 +4,034	+2%	+$281K	3.62%	9
2025 Q4	$12.9M	Buy	196,921 +14,266	+8%	+$929K	3.44%	11
2025 Q3	$11.8M	Buy	182,655 +13,878	+8%	+$882K	3.5%	11
2025 Q2	$11M	Buy	168,777 +47,207	+39%	+$2.84M	3.78%	9
2025 Q1	$7.22M	Buy	121,570 +8,760	+8%	+$558K	3.06%	15
2024 Q4	$7.23M	Buy	112,810 +10,055	+10%	+$673K	3.15%	15
2024 Q3	$6.6M	Buy	+102,755	New	+$6.15M	2.93%	13

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

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFO

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

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

ODA

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

BWM Planning's QMOM Position: Q1 2026 in Review

BWM Planning increased its Alpha Architect US Quantitative Momentum ETF (QMOM) stake by 2% in Q1 2026, buying an estimated $281K and bringing the position to 200,955 shares worth $13.7M. The position accounts for 3.62% of the portfolio, ranked #9.

BWM Planning first reported a position in QMOM in Q3 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold QMOM as of Q1 2026.

BWM Planning held 200,955 shares of Alpha Architect US Quantitative Momentum ETF worth $13.7M as of Q1 2026.
BWM Planning bought 4,034 Alpha Architect US Quantitative Momentum ETF shares in Q1 2026, an estimated $281K.
Alpha Architect US Quantitative Momentum ETF made up 3.62% of BWM Planning's portfolio in Q1 2026, its #9 holding.
BWM Planning first reported a position in Alpha Architect US Quantitative Momentum ETF in Q3 2024 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.