UBS Group
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UBS Group’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

UBS Group’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
Q2 		$4.76K Sell
110
-1,086
-91% -$47.8K ﹤0.01% 9008
2026
Q1 		$47.6K Buy
+1,196
New +$50.1K ﹤0.01% 7400
2025
Q2 		– Sell
-2,408
Closed -$67.9K – 10530
2025
Q1 		$67.9K Buy
+2,408
New +$68.2K ﹤0.01% 7344
2024
Q3 		– Sell
-156
Closed -$4.31K – 9764
2024
Q2 		$4.31K Buy
156
+96
+160% +$2.69K ﹤0.01% 8110
2024
Q1 		$1.75K Sell
60
-883
-94% -$24.6K ﹤0.01% 8058
2023
Q4 		$24.9K Buy
+943
New +$23.7K ﹤0.01% 6967
2023
Q3 		– Sell
-49
Closed -$1.26K – 9698
2023
Q2 		$1.26K Buy
+49
New +$1.28K ﹤0.01% 7963
2023
Q1 		– Sell
-1,506
Closed -$37.5K – 9944
2022
Q4 		$37.5K Buy
1,506
+516
+52% +$13K ﹤0.01% 7027
2022
Q3 		$23K Buy
+990
New +$25.1K ﹤0.01% 7201
2022
Q2 		– Sell
-156
Closed -$5K – 10601
2022
Q1 		$5K Buy
+156
New +$4.63K ﹤0.01% 9130
2021
Q3 		– Sell
-904
Closed -$31K – 9785
2021
Q2 		$31K Sell
904
-6
-0.7% -$208 ﹤0.01% 6885
2021
Q1 		$31K Buy
+910
New +$31.8K ﹤0.01% 6984
2020
Q3 		– Sell
-54
Closed -$1K – 8191
2020
Q2 		$1K Sell
54
-778
-94% -$18.5K ﹤0.01% 7764
2020
Q1 		$17K Buy
+832
New +$20.8K ﹤0.01% 6587
2019
Q3 		– Sell
-1,008
Closed -$26K – 8115
2019
Q2 		$26K Sell
1,008
-675
-40% -$17.4K ﹤0.01% 6438
2019
Q1 		$43K Sell
1,683
-143
-8% -$3.56K ﹤0.01% 5665
2018
Q4 		$42K Buy
+1,826
New +$45.8K ﹤0.01% 6247

Other funds holding IMOM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
One Degree Advisors
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
Baker Boyer National Bank
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return
Stokes Family Office
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

UBS Group's IMOM Position: Q2 2026 in Review

UBS Group reduced its Alpha Architect International Quantitative Momentum ETF (IMOM) stake by 91% in Q2 2026, selling an estimated $47.8K and leaving 110 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #9008.

UBS Group first reported a position in IMOM in Q4 2018 and has held it in 17 quarters since. The position peaked at $67.9K in Q1 2025. 30 funds tracked by Wall St. Rank hold IMOM as of Q2 2026.

  • UBS Group held 110 shares of Alpha Architect International Quantitative Momentum ETF worth $4.76K as of Q2 2026.
  • UBS Group sold 1,086 Alpha Architect International Quantitative Momentum ETF shares in Q2 2026, an estimated $47.8K.
  • Alpha Architect International Quantitative Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9008 holding.
  • UBS Group first reported a position in Alpha Architect International Quantitative Momentum ETF in Q4 2018 and has held it in 17 quarters since.
  • UBS Group's Alpha Architect International Quantitative Momentum ETF position peaked at $67.9K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.