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Synergy Asset Management’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

Synergy Asset Management’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
2025
Q4 		– Sell
-115,354
Closed -$3.92M – 272
2025
Q3 		$3.92M Buy
115,354
+57,677
+100% +$1.99M 0.14% 92
2025
Q2 		$1.96M Buy
+57,677
New +$1.76M 0.22% 66
2025
Q1 		– Sell
-53
Closed -$1.53K – 437
2024
Q4 		$1.53K Buy
+53
New +$1.49K ﹤0.01% 696

Other funds holding IMOM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Synergy Asset Management's IMOM Position: Q4 2025 in Review

Synergy Asset Management sold out of Alpha Architect International Quantitative Momentum ETF (IMOM) in Q4 2025, closing a stake of 115,354 shares — an estimated $3.92M sold.

Synergy Asset Management first reported a position in IMOM in Q4 2024 and held it in 3 quarters. The position peaked at $3.92M in Q3 2025. 27 funds tracked by Wall St. Rank hold IMOM as of Q4 2025.

  • Synergy Asset Management reported no remaining Alpha Architect International Quantitative Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 115,354 Alpha Architect International Quantitative Momentum ETF shares in Q4 2025, an estimated $3.92M.
  • Synergy Asset Management first reported a position in Alpha Architect International Quantitative Momentum ETF in Q4 2024 and held it in 3 quarters.
  • Synergy Asset Management's Alpha Architect International Quantitative Momentum ETF position peaked at $3.92M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.