OSAM
IMOM icon

O'Shaughnessy Asset Management’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q1 		$73.1K Hold
1,835
– – ﹤0.01% 2179
2025
Q4 		$70K Buy
1,835
+532
+41% +$19.8K ﹤0.01% 2189
2025
Q3 		$47.7K Hold
1,303
– – ﹤0.01% 2193
2025
Q2 		$44.3K Sell
1,303
-410
-24% -$12.5K ﹤0.01% 2044
2025
Q1 		$48.3K Buy
1,713
+230
+16% +$6.51K ﹤0.01% 1991
2024
Q4 		$39.4K Sell
1,483
-200
-12% -$5.6K ﹤0.01% 1959
2024
Q3 		$47.7K Hold
1,683
– – ﹤0.01% 1871
2024
Q2 		$46.7K Hold
1,683
– – ﹤0.01% 1720
2024
Q1 		$49.1K Buy
1,683
+6
+0.4% +$167 ﹤0.01% 1664
2023
Q4 		$44.1K Hold
1,677
– – ﹤0.01% 1562
2023
Q3 		$41.1K Hold
1,677
– – ﹤0.01% 1469
2023
Q2 		$43.3K Buy
1,677
+951
+131% +$24.8K ﹤0.01% 1363
2023
Q1 		$19.2K Buy
726
+489
+206% +$12.6K ﹤0.01% 1391
2022
Q4 		$5.9K Buy
+237
New +$5.97K ﹤0.01% 1351

Other funds holding IMOM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $333M AUM 15.8% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $212M AUM 16.87% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return