WA
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Waverly Advisors’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

Waverly Advisors’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
2024
Q1 		– Sell
-10,419
Closed -$275K – 702
2023
Q4 		$275K Sell
10,419
-6,865
-40% -$173K 0.01% 371
2023
Q3 		$424K Sell
17,284
-284
-2% -$7.22K 0.02% 280
2023
Q2 		$453K Buy
+17,568
New +$458K 0.02% 254

Other funds holding IMOM

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Waverly Advisors's IMOM Position: Q1 2024 in Review

Waverly Advisors sold out of Alpha Architect International Quantitative Momentum ETF (IMOM) in Q1 2024, closing a stake of 10,419 shares — an estimated $275K sold.

Waverly Advisors first reported a position in IMOM in Q2 2023 and held it in 3 quarters. The position peaked at $453K in Q2 2023. 23 funds tracked by Wall St. Rank hold IMOM as of Q1 2024.

  • Waverly Advisors reported no remaining Alpha Architect International Quantitative Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Waverly Advisors sold 10,419 Alpha Architect International Quantitative Momentum ETF shares in Q1 2024, an estimated $275K.
  • Waverly Advisors first reported a position in Alpha Architect International Quantitative Momentum ETF in Q2 2023 and held it in 3 quarters.
  • Waverly Advisors's Alpha Architect International Quantitative Momentum ETF position peaked at $453K in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q1 2024.

Based on Waverly Advisors's 13F filing for Q1 2024, filed 15 May 2024.