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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Stokes Family Office New Orleans, Louisiana $808M AUM 19.03% 1-Year Est. Return

Baker Boyer National Bank Walla Walla, Washington $358M AUM 12.3% 1-Year Est. Return

One Degree Advisors San Diego, California $466M AUM 13.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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.