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Sax Wealth Advisors’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Sax Wealth Advisors’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
Q4 		– Sell
-4,286
Closed -$276K – 505
2025
Q3 		$276K Buy
+4,286
New +$272K 0.01% 368

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
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Sax Wealth Advisors's QMOM Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q4 2025, closing a stake of 4,286 shares — an estimated $276K sold.

Sax Wealth Advisors first reported a position in QMOM in Q3 2025 and held it in 1 quarter. The position peaked at $276K in Q3 2025. 71 funds tracked by Wall St. Rank hold QMOM as of Q4 2025.

  • Sax Wealth Advisors reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 4,286 Alpha Architect US Quantitative Momentum ETF shares in Q4 2025, an estimated $276K.
  • Sax Wealth Advisors first reported a position in Alpha Architect US Quantitative Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Sax Wealth Advisors's Alpha Architect US Quantitative Momentum ETF position peaked at $276K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.