Stokes Family Office’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

Stokes Family Office’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	$2.53M	Sell	63,530 -26,875	-30%	-$1.13M	0.26%	87
2025 Q4	$3.45M	Buy	90,405 +509	+0.6%	+$18.9K	0.32%	73
2025 Q3	$3.29M	Sell	89,896 -3,216	-3%	-$111K	0.31%	73
2025 Q2	$3.16M	Sell	93,112 -2,950	-3%	-$89.8K	0.33%	70
2025 Q1	$2.71M	Buy	96,062 +6,207	+7%	+$176K	0.3%	70
2024 Q4	$2.39M	Buy	89,855 +1,642	+2%	+$46K	0.25%	80
2024 Q3	$2.54M	Buy	88,213 +4,604	+6%	+$129K	0.28%	71
2024 Q2	$2.31M	Buy	83,609 +5,009	+6%	+$141K	0.27%	75
2024 Q1	$2.29M	Buy	78,600 +6,102	+8%	+$170K	0.29%	77
2023 Q4	$1.91M	Buy	72,498 +307	+0.4%	+$7.72K	0.26%	82
2023 Q3	$1.77M	Buy	72,191 +12,265	+20%	+$312K	0.21%	91
2023 Q2	$1.55M	Buy	59,926 +11,391	+23%	+$297K	0.18%	96
2023 Q1	$1.28M	Buy	+48,535	New	+$1.25M	0.16%	107

Other funds holding IMOM

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

Baker Boyer National Bank Walla Walla, Washington $333M AUM 15.8% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $212M AUM 16.87% 1-Year Est. Return

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return