LPL Financial
QMOM icon

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

LPL Financial’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 		$15.7M Sell
199,352
-5,474
-3% -$421K ﹤0.01% 1748
2026
Q1 		$14M Buy
204,826
+29,075
+17% +$2.02M ﹤0.01% 1730
2025
Q4 		$11.5M Buy
175,751
+3,751
+2% +$244K ﹤0.01% 1811
2025
Q3 		$11.1M Buy
172,000
+36,565
+27% +$2.32M ﹤0.01% 1775
2025
Q2 		$8.8M Sell
135,435
-5,464
-4% -$328K ﹤0.01% 1841
2025
Q1 		$8.37M Buy
140,899
+70,046
+99% +$4.46M ﹤0.01% 1733
2024
Q4 		$4.54M Buy
70,853
+24,422
+53% +$1.64M ﹤0.01% 2154
2024
Q3 		$2.98M Sell
46,431
-12,262
-21% -$734K ﹤0.01% 2373
2024
Q2 		$3.42M Buy
58,693
+10,560
+22% +$613K ﹤0.01% 2155
2024
Q1 		$2.85M Buy
48,133
+9,822
+26% +$534K ﹤0.01% 2231
2023
Q4 		$1.91M Buy
38,311
+3,579
+10% +$162K ﹤0.01% 2447
2023
Q3 		$1.5M Buy
34,732
+734
+2% +$33.3K ﹤0.01% 2555
2023
Q2 		$1.58M Buy
33,998
+416
+1% +$18.5K ﹤0.01% 2457
2023
Q1 		$1.51M Sell
33,582
-3,237
-9% -$147K ﹤0.01% 2392
2022
Q4 		$1.69M Buy
36,819
+24,732
+205% +$1.2M ﹤0.01% 2199
2022
Q3 		$534K Buy
12,087
+5,207
+76% +$239K ﹤0.01% 3095
2022
Q2 		$292K Buy
+6,880
New +$323K ﹤0.01% 3643

Other funds holding QMOM

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
VFG
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
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

LPL Financial's QMOM Position: Q2 2026 in Review

LPL Financial reduced its Alpha Architect US Quantitative Momentum ETF (QMOM) stake by 2.7% in Q2 2026, selling an estimated $421K and leaving 199,352 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

LPL Financial first reported a position in QMOM in Q2 2022 and has held it in 17 quarters since. 71 funds tracked by Wall St. Rank hold QMOM as of Q2 2026.

  • LPL Financial held 199,352 shares of Alpha Architect US Quantitative Momentum ETF worth $15.7M as of Q2 2026.
  • LPL Financial sold 5,474 Alpha Architect US Quantitative Momentum ETF shares in Q2 2026, an estimated $421K.
  • Alpha Architect US Quantitative Momentum ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1748 holding.
  • LPL Financial first reported a position in Alpha Architect US Quantitative Momentum ETF in Q2 2022 and has held it in 17 quarters since.
  • 71 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q2 2026.

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