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Synergy Asset Management’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Synergy 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
2025
Q1 		– Sell
-469
Closed -$30.1K – 662
2024
Q4 		$30.1K Buy
+469
New +$31.4K ﹤0.01% 326
2024
Q2 		– Sell
-73,768
Closed -$4.36M – 162
2024
Q1 		$4.36M Buy
+73,768
New +$4.01M 0.74% 37

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
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
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Synergy Asset Management's QMOM Position: Q1 2025 in Review

Synergy Asset Management sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q1 2025, closing a stake of 469 shares — an estimated $30.1K sold.

Synergy Asset Management first reported a position in QMOM in Q1 2024 and held it in 2 quarters. The position peaked at $4.36M in Q1 2024. 55 funds tracked by Wall St. Rank hold QMOM as of Q1 2025.

  • Synergy Asset Management reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 469 Alpha Architect US Quantitative Momentum ETF shares in Q1 2025, an estimated $30.1K.
  • Synergy Asset Management first reported a position in Alpha Architect US Quantitative Momentum ETF in Q1 2024 and held it in 2 quarters.
  • Synergy Asset Management's Alpha Architect US Quantitative Momentum ETF position peaked at $4.36M in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.