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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
2026
Q2 		$239K Buy
+3,034
New +$234K ﹤0.01% 1539
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
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Waverly Advisors's QMOM Position: Q2 2026 in Review

Waverly Advisors opened a new position in Alpha Architect US Quantitative Momentum ETF (QMOM) in Q2 2026: 3,034 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in QMOM as recently as Q3 2023.

Waverly Advisors first reported a position in QMOM in Q2 2023 and has held it in 3 quarters since. The position peaked at $7.75M in Q2 2023. 71 funds tracked by Wall St. Rank hold QMOM as of Q2 2026.

  • Waverly Advisors held 3,034 shares of Alpha Architect US Quantitative Momentum ETF worth $239K as of Q2 2026.
  • Alpha Architect US Quantitative Momentum ETF was a new Waverly Advisors position in Q2 2026.
  • Alpha Architect US Quantitative Momentum ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1539 holding.
  • Waverly Advisors first reported a position in Alpha Architect US Quantitative Momentum ETF in Q2 2023 and has held it in 3 quarters since.
  • Waverly Advisors's Alpha Architect US Quantitative Momentum ETF position peaked at $7.75M in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.