Ethos Financial Group
QMOM icon

Ethos Financial Group’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Ethos Financial 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
2026
Q2 		$3.83M Sell
53,727
-17,979
-25% -$1.38M 0.26% 89
2026
Q1 		$4.9M Sell
71,706
-30,480
-30% -$2.12M 0.36% 63
2025
Q4 		$6.67M Sell
102,186
-15,890
-13% -$1.03M 0.49% 52
2025
Q3 		$7.61M Sell
118,076
-3,697
-3% -$235K 0.6% 45
2025
Q2 		$7.91M Buy
121,773
+34,929
+40% +$2.1M 0.68% 37
2025
Q1 		$5.57M Hold
86,844
– – 0.53% 47
2024
Q4 		$5.57M Buy
86,844
+16,543
+24% +$1.11M 0.73% 39
2024
Q3 		$4.51M Buy
70,301
+3,090
+5% +$185K 0.74% 36
2024
Q2 		$3.92M Buy
67,211
+4,131
+7% +$240K 0.69% 38
2024
Q1 		$3.73M Buy
63,080
+18,899
+43% +$1.03M 0.71% 38
2023
Q4 		$2.2M Buy
44,181
+9,558
+28% +$432K 0.47% 48
2023
Q3 		$1.49M Buy
34,623
+3,813
+12% +$173K 0.39% 47
2023
Q2 		$1.39M Hold
30,810
– – 0.47% 40
2023
Q1 		$1.39M Buy
30,810
+1,162
+4% +$52.7K 0.43% 43
2022
Q4 		$1.38M Buy
+29,648
New +$1.44M 0.47% 41

Other funds holding QMOM

Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Valley Financial Group
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWM Planning
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
JPL Wealth Management
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Ethos Financial Group's QMOM Position: Q2 2026 in Review

Ethos Financial Group reduced its Alpha Architect US Quantitative Momentum ETF (QMOM) stake by 25% in Q2 2026, selling an estimated $1.38M and leaving 53,727 shares worth $3.83M. The position accounts for 0.26% of the portfolio, ranked #89.

Ethos Financial Group first reported a position in QMOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.91M in Q2 2025. 71 funds tracked by Wall St. Rank hold QMOM as of Q2 2026.

  • Ethos Financial Group held 53,727 shares of Alpha Architect US Quantitative Momentum ETF worth $3.83M as of Q2 2026.
  • Ethos Financial Group sold 17,979 Alpha Architect US Quantitative Momentum ETF shares in Q2 2026, an estimated $1.38M.
  • Alpha Architect US Quantitative Momentum ETF made up 0.26% of Ethos Financial Group's portfolio in Q2 2026, its #89 holding.
  • Ethos Financial Group first reported a position in Alpha Architect US Quantitative Momentum ETF in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Alpha Architect US Quantitative Momentum ETF position peaked at $7.91M in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.