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NewSquare Capital’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

NewSquare Capital’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
2024
Q1 		– Sell
-14
Closed -$369 – 489
2023
Q4 		$369 Sell
14
-54
-79% -$1.36K ﹤0.01% 439
2023
Q3 		$1.67K Sell
68
-679
-91% -$17.3K ﹤0.01% 464
2023
Q2 		$19.3K Buy
747
+80
+12% +$2.09K ﹤0.01% 254
2023
Q1 		$17.6K Buy
667
+162
+32% +$4.17K ﹤0.01% 282
2022
Q4 		$12.6K Buy
+505
New +$12.7K ﹤0.01% 269

Other funds holding IMOM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $1.89B AUM 26.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewSquare Capital's IMOM Position: Q1 2024 in Review

NewSquare Capital sold out of Alpha Architect International Quantitative Momentum ETF (IMOM) in Q1 2024, closing a stake of 14 shares — an estimated $369 sold.

NewSquare Capital first reported a position in IMOM in Q4 2022 and held it in 5 quarters. The position peaked at $19.3K in Q2 2023. 23 funds tracked by Wall St. Rank hold IMOM as of Q1 2024.

  • NewSquare Capital reported no remaining Alpha Architect International Quantitative Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • NewSquare Capital sold 14 Alpha Architect International Quantitative Momentum ETF shares in Q1 2024, an estimated $369.
  • NewSquare Capital first reported a position in Alpha Architect International Quantitative Momentum ETF in Q4 2022 and held it in 5 quarters.
  • NewSquare Capital's Alpha Architect International Quantitative Momentum ETF position peaked at $19.3K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.