MWM
QMOM icon

Modern Wealth Management’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Modern Wealth Management’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
2025
Q2 		– Sell
-8,869
Closed -$527K – 799
2025
Q1 		$527K Sell
8,869
-852
-9% -$54.3K 0.02% 410
2024
Q4 		$623K Hold
9,721
– – 0.02% 327
2024
Q3 		$624K Sell
9,721
-340
-3% -$20.4K 0.04% 222
2024
Q2 		$586K Buy
+10,061
New +$584K 0.04% 198

Other funds holding QMOM

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 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 $969M AUM 19.6% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Modern Wealth Management's QMOM Position: Q2 2025 in Review

Modern Wealth Management sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q2 2025, closing a stake of 8,869 shares — an estimated $527K sold.

Modern Wealth Management first reported a position in QMOM in Q2 2024 and held it in 4 quarters. The position peaked at $624K in Q3 2024. 60 funds tracked by Wall St. Rank hold QMOM as of Q2 2025.

  • Modern Wealth Management reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 8,869 Alpha Architect US Quantitative Momentum ETF shares in Q2 2025, an estimated $527K.
  • Modern Wealth Management first reported a position in Alpha Architect US Quantitative Momentum ETF in Q2 2024 and held it in 4 quarters.
  • Modern Wealth Management's Alpha Architect US Quantitative Momentum ETF position peaked at $624K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.