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

CWC 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
Q3 		– Sell
-13,108
Closed -$852K – 151
2025
Q2 		$852K Sell
13,108
-9,175
-41% -$551K 0.44% 54
2025
Q1 		$1.32M Buy
+22,283
New +$1.42M 0.75% 37

Other funds holding QMOM

Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Stokes Family Office
Stokes Family Office New Orleans, Louisiana $808M AUM 19.03% 1-Year Est. Return
BWM Planning
BWM Planning The Woodlands, Texas $442M AUM 18.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valley Financial Group
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.54B AUM 34.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return

CWC Advisors's QMOM Position: Q3 2025 in Review

CWC Advisors sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q3 2025, closing a stake of 13,108 shares — an estimated $852K sold.

CWC Advisors first reported a position in QMOM in Q1 2025 and held it in 2 quarters. The position peaked at $1.32M in Q1 2025. 70 funds tracked by Wall St. Rank hold QMOM as of Q3 2025.

  • CWC Advisors reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • CWC Advisors sold 13,108 Alpha Architect US Quantitative Momentum ETF shares in Q3 2025, an estimated $852K.
  • CWC Advisors first reported a position in Alpha Architect US Quantitative Momentum ETF in Q1 2025 and held it in 2 quarters.
  • CWC Advisors's Alpha Architect US Quantitative Momentum ETF position peaked at $1.32M in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q3 2025.

Based on CWC Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.