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Concurrent Investment Advisors’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

Concurrent Investment Advisors’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
2026
Q2 		$303K Buy
6,999
+1,075
+18% +$47.3K ﹤0.01% 1684
2026
Q1 		$236K Sell
5,924
-243
-4% -$10.2K ﹤0.01% 1643
2025
Q4 		$235K Buy
+6,167
New +$229K ﹤0.01% 1549

Other funds holding IMOM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Concurrent Investment Advisors's IMOM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Alpha Architect International Quantitative Momentum ETF (IMOM) stake by 18% in Q2 2026, buying an estimated $47.3K and bringing the position to 6,999 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Concurrent Investment Advisors first reported a position in IMOM in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold IMOM as of Q2 2026.

  • Concurrent Investment Advisors held 6,999 shares of Alpha Architect International Quantitative Momentum ETF worth $303K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,075 Alpha Architect International Quantitative Momentum ETF shares in Q2 2026, an estimated $47.3K.
  • Alpha Architect International Quantitative Momentum ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1684 holding.
  • Concurrent Investment Advisors first reported a position in Alpha Architect International Quantitative Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.