SFO
QMOM icon

Stokes Family Office’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Stokes Family Office’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 		$11.7M Sell
171,033
-17,527
-9% -$1.22M 1.21% 19
2025
Q4 		$12.3M Buy
188,560
+2,202
+1% +$143K 1.13% 22
2025
Q3 		$12M Buy
186,358
+904
+0.5% +$57.4K 1.14% 22
2025
Q2 		$12.1M Sell
185,454
-422
-0.2% -$25.4K 1.26% 18
2025
Q1 		$11M Sell
185,876
-41,370
-18% -$2.63M 1.24% 21
2024
Q4 		$14.6M Sell
227,246
-8,344
-4% -$559K 1.56% 16
2024
Q3 		$15.1M Buy
235,590
+8,056
+4% +$482K 1.65% 16
2024
Q2 		$13.3M Buy
227,534
+11,136
+5% +$646K 1.55% 15
2024
Q1 		$12.8M Buy
216,398
+22,314
+11% +$1.21M 1.6% 14
2023
Q4 		$9.68M Buy
194,084
+1,737
+0.9% +$78.6K 1.31% 15
2023
Q3 		$8.29M Buy
192,347
+25,393
+15% +$1.15M 0.97% 21
2023
Q2 		$7.76M Buy
166,954
+38,447
+30% +$1.71M 0.9% 21
2023
Q1 		$5.79M Buy
+128,507
New +$5.83M 0.72% 29

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
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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return