OSAM
QMOM icon

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
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 $961M AUM 22.88% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return