O'Shaughnessy Asset Management’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

O'Shaughnessy Asset 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
2026 Q2	$381K	Buy	4,829 +851	+21%	+$65.5K	﹤0.01%	1724
2026 Q1	$270K	Sell	3,978 -939	-19%	-$65.4K	﹤0.01%	1833
2025 Q4	$322K	Buy	4,917 +502	+11%	+$32.7K	﹤0.01%	1735
2025 Q3	$283K	Sell	4,415 -3	-0.1%	-$191	﹤0.01%	1779
2025 Q2	$286K	Sell	4,418 -273	-6%	-$16.4K	﹤0.01%	1664
2025 Q1	$278K	Buy	4,691 +858	+22%	+$54.6K	﹤0.01%	1627
2024 Q4	$246K	Hold	3,833	–	–	﹤0.01%	1634
2024 Q3	$251K	Hold	3,833	–	–	﹤0.01%	1562
2024 Q2	$223K	Sell	3,833 -143	-4%	-$8.3K	﹤0.01%	1498
2024 Q1	$235K	Buy	3,976 +866	+28%	+$47.1K	﹤0.01%	1430
2023 Q4	$155K	Sell	3,110 -340	-10%	-$15.4K	﹤0.01%	1440
2023 Q3	$149K	Hold	3,450	–	–	﹤0.01%	1332
2023 Q2	$160K	Buy	3,450 +2,009	+139%	+$89.4K	﹤0.01%	1241
2023 Q1	$65K	Sell	1,441 -242	-14%	-$11K	﹤0.01%	1331
2022 Q4	$77.3K	Buy	+1,683	New	+$81.9K	﹤0.01%	1222

Other funds holding QMOM

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ODA

One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return

JWM

JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

O'Shaughnessy Asset Management's QMOM Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Alpha Architect US Quantitative Momentum ETF (QMOM) stake by 21% in Q2 2026, buying an estimated $65.5K and bringing the position to 4,829 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

O'Shaughnessy Asset Management first reported a position in QMOM in Q4 2022 and has held it in 15 quarters since. 71 funds tracked by Wall St. Rank hold QMOM as of Q2 2026.

O'Shaughnessy Asset Management held 4,829 shares of Alpha Architect US Quantitative Momentum ETF worth $381K as of Q2 2026.
O'Shaughnessy Asset Management bought 851 Alpha Architect US Quantitative Momentum ETF shares in Q2 2026, an estimated $65.5K.
Alpha Architect US Quantitative Momentum ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1724 holding.
O'Shaughnessy Asset Management first reported a position in Alpha Architect US Quantitative Momentum ETF in Q4 2022 and has held it in 15 quarters since.
71 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.