MWP
QMOM icon

Meredith Wealth Planning’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Meredith Wealth Planning’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
2024
Q1 		– Sell
-8,003
Closed -$399K – 45
2023
Q4 		$399K Sell
8,003
-188
-2% -$8.51K 0.25% 32
2023
Q3 		$353K Sell
8,191
-3,720
-31% -$169K 0.26% 31
2023
Q2 		$553K Buy
11,911
+6,162
+107% +$274K 0.45% 22
2023
Q1 		$259K Buy
+5,749
New +$261K 0.21% 45

Other funds holding QMOM

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
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 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
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Meredith Wealth Planning's QMOM Position: Q1 2024 in Review

Meredith Wealth Planning sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q1 2024, closing a stake of 8,003 shares — an estimated $399K sold.

Meredith Wealth Planning first reported a position in QMOM in Q1 2023 and held it in 4 quarters. The position peaked at $553K in Q2 2023. 40 funds tracked by Wall St. Rank hold QMOM as of Q1 2024.

  • Meredith Wealth Planning reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Meredith Wealth Planning sold 8,003 Alpha Architect US Quantitative Momentum ETF shares in Q1 2024, an estimated $399K.
  • Meredith Wealth Planning first reported a position in Alpha Architect US Quantitative Momentum ETF in Q1 2023 and held it in 4 quarters.
  • Meredith Wealth Planning's Alpha Architect US Quantitative Momentum ETF position peaked at $553K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q1 2024.

Based on Meredith Wealth Planning's 13F filing for Q1 2024, filed 23 Apr 2024.