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Chicago Partners Investment Group’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Chicago Partners Investment Group’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
-4,749
Closed -$214K – 710
2023
Q1 		$214K Hold
4,749
– – 0.01% 596
2022
Q4 		$220K Sell
4,749
-677
-12% -$33K 0.01% 562
2022
Q3 		$279K Sell
5,426
-1
-0% -$46 0.02% 455
2022
Q2 		$253K Hold
5,427
– – 0.02% 479
2022
Q1 		$246K Hold
5,427
– – 0.02% 459
2021
Q4 		$257K Sell
5,427
-147
-3% -$7.6K 0.02% 463
2021
Q3 		$309K Sell
5,574
-533
-9% -$26.6K 0.02% 436
2021
Q2 		$298K Buy
6,107
+99
+2% +$4.99K 0.02% 427
2021
Q1 		$337K Buy
+6,008
New +$343K 0.03% 375

Other funds holding QMOM

EF
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EST
EA Series Trust Havertown, Pennsylvania $2.84B AUM
EF
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chicago Partners Investment Group's QMOM Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q2 2023, closing a stake of 4,749 shares — an estimated $214K sold.

Chicago Partners Investment Group first reported a position in QMOM in Q1 2021 and held it in 9 quarters. The position peaked at $337K in Q1 2021. 35 funds tracked by Wall St. Rank hold QMOM as of Q2 2023.

  • Chicago Partners Investment Group reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q2 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 4,749 Alpha Architect US Quantitative Momentum ETF shares in Q2 2023, an estimated $214K.
  • Chicago Partners Investment Group first reported a position in Alpha Architect US Quantitative Momentum ETF in Q1 2021 and held it in 9 quarters.
  • Chicago Partners Investment Group's Alpha Architect US Quantitative Momentum ETF position peaked at $337K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.