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

Lifeworks 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 Q1	–	Sell	-7,340	Closed	-$280K	–	312
2025 Q4	$280K	Sell	7,340 -1,972	-21%	-$73.3K	0.04%	273
2025 Q3	$341K	Sell	9,312 -6,832	-42%	-$235K	0.05%	242
2025 Q2	$548K	Sell	16,144 -7,692	-32%	-$234K	0.08%	180
2025 Q1	$672K	Sell	23,836 -19,380	-45%	-$549K	0.11%	155
2024 Q4	$1.15M	Sell	43,216 -3,212	-7%	-$90K	0.21%	110
2024 Q3	$1.34M	Buy	+46,428	New	+$1.3M	0.26%	99

Other funds holding IMOM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return

Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

Lifeworks Advisors's IMOM Position: Q1 2026 in Review

Lifeworks Advisors sold out of Alpha Architect International Quantitative Momentum ETF (IMOM) in Q1 2026, closing a stake of 7,340 shares — an estimated $280K sold.

Lifeworks Advisors first reported a position in IMOM in Q3 2024 and held it in 6 quarters. The position peaked at $1.34M in Q3 2024. 30 funds tracked by Wall St. Rank hold IMOM as of Q1 2026.

Lifeworks Advisors reported no remaining Alpha Architect International Quantitative Momentum ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 7,340 Alpha Architect International Quantitative Momentum ETF shares in Q1 2026, an estimated $280K.
Lifeworks Advisors first reported a position in Alpha Architect International Quantitative Momentum ETF in Q3 2024 and held it in 6 quarters.
Lifeworks Advisors's Alpha Architect International Quantitative Momentum ETF position peaked at $1.34M in Q3 2024.
30 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.