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

Valley Financial 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 		$1.68M Sell
38,915
-82
-0.2% -$3.61K 0.83% 16
2026
Q1 		$1.55M Sell
38,997
-1,521
-4% -$63.8K 0.84% 17
2025
Q4 		$1.54M Sell
40,518
-150,587
-79% -$5.6M 0.87% 16
2025
Q3 		$7M Buy
191,105
+2,347
+1% +$80.8K 3.97% 8
2025
Q2 		$6.41M Buy
188,758
+6,408
+4% +$195K 3.88% 8
2025
Q1 		$5.14M Buy
182,350
+19,224
+12% +$544K 3.41% 9
2024
Q4 		$4.33M Buy
163,126
+5,800
+4% +$162K 3.01% 10
2024
Q3 		$4.53M Buy
157,326
+18,388
+13% +$514K 3.17% 10
2024
Q2 		$3.84M Buy
138,938
+9,907
+8% +$278K 2.82% 12
2024
Q1 		$3.76M Buy
129,031
+8,166
+7% +$228K 2.86% 12
2023
Q4 		$3.19M Buy
+120,865
New +$3.04M 2.49% 13

Other funds holding IMOM

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Valley Financial Group's IMOM Position: Q2 2026 in Review

Valley Financial Group reduced its Alpha Architect International Quantitative Momentum ETF (IMOM) stake by 0.21% in Q2 2026, selling an estimated $3.61K and leaving 38,915 shares worth $1.68M. The position accounts for 0.83% of the portfolio, ranked #16.

Valley Financial Group first reported a position in IMOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7M in Q3 2025. 30 funds tracked by Wall St. Rank hold IMOM as of Q2 2026.

  • Valley Financial Group held 38,915 shares of Alpha Architect International Quantitative Momentum ETF worth $1.68M as of Q2 2026.
  • Valley Financial Group sold 82 Alpha Architect International Quantitative Momentum ETF shares in Q2 2026, an estimated $3.61K.
  • Alpha Architect International Quantitative Momentum ETF made up 0.83% of Valley Financial Group's portfolio in Q2 2026, its #16 holding.
  • Valley Financial Group first reported a position in Alpha Architect International Quantitative Momentum ETF in Q4 2023 and has held it in 11 quarters since.
  • Valley Financial Group's Alpha Architect International Quantitative Momentum ETF position peaked at $7M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.