DAS
QMOM icon

Dynamic Advisor Solutions’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-5,301
Closed -$246K – 875
2023
Q2 		$246K Sell
5,301
-2,956
-36% -$132K 0.01% 685
2023
Q1 		$372K Sell
8,257
-823
-9% -$37.4K 0.02% 544
2022
Q4 		$417K Sell
9,080
-1,340
-13% -$65.2K 0.03% 492
2022
Q3 		$460K Sell
10,420
-1,285
-11% -$59.1K 0.04% 407
2022
Q2 		$498K Sell
11,705
-1,180
-9% -$55.4K 0.04% 403
2022
Q1 		$637K Sell
12,885
-1,220
-9% -$58.4K 0.04% 382
2021
Q4 		$708K Buy
14,105
+24
+0.2% +$1.24K 0.05% 344
2021
Q3 		$694K Buy
14,081
+1,311
+10% +$65.4K 0.05% 368
2021
Q2 		$656K Buy
12,770
+3,935
+45% +$198K 0.05% 366
2021
Q1 		$462K Buy
+8,835
New +$504K 0.04% 399

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
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
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Dynamic Advisor Solutions's QMOM Position: Q3 2023 in Review

Dynamic Advisor Solutions sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q3 2023, closing a stake of 5,301 shares — an estimated $246K sold.

Dynamic Advisor Solutions first reported a position in QMOM in Q1 2021 and held it in 10 quarters. The position peaked at $708K in Q4 2021. 33 funds tracked by Wall St. Rank hold QMOM as of Q3 2023.

  • Dynamic Advisor Solutions reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,301 Alpha Architect US Quantitative Momentum ETF shares in Q3 2023, an estimated $246K.
  • Dynamic Advisor Solutions first reported a position in Alpha Architect US Quantitative Momentum ETF in Q1 2021 and held it in 10 quarters.
  • Dynamic Advisor Solutions's Alpha Architect US Quantitative Momentum ETF position peaked at $708K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q3 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2023, filed 11 Oct 2023.