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Waverly Advisors’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Waverly Advisors’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
2023
Q4 		– Sell
-169,724
Closed -$7.32M – 457
2023
Q3 		$7.32M Buy
169,724
+2,867
+2% +$130K 0.32% 60
2023
Q2 		$7.75M Buy
+166,857
New +$7.42M 0.34% 55

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
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waverly Advisors's QMOM Position: Q4 2023 in Review

Waverly Advisors sold out of Alpha Architect US Quantitative Momentum ETF (QMOM) in Q4 2023, closing a stake of 169,724 shares — an estimated $7.32M sold.

Waverly Advisors first reported a position in QMOM in Q2 2023 and held it in 2 quarters. The position peaked at $7.75M in Q2 2023. 36 funds tracked by Wall St. Rank hold QMOM as of Q4 2023.

  • Waverly Advisors reported no remaining Alpha Architect US Quantitative Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Waverly Advisors sold 169,724 Alpha Architect US Quantitative Momentum ETF shares in Q4 2023, an estimated $7.32M.
  • Waverly Advisors first reported a position in Alpha Architect US Quantitative Momentum ETF in Q2 2023 and held it in 2 quarters.
  • Waverly Advisors's Alpha Architect US Quantitative Momentum ETF position peaked at $7.75M in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q4 2023.

Based on Waverly Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.