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
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 $961M AUM 22.88% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return