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Wealth Management Solutions’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

Wealth Management Solutions’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
Q3 		$528K Sell
12,253
-1,118
-8% -$50.7K 0.36% 34
2023
Q2 		$621K Sell
13,371
-6,388
-32% -$284K 0.41% 27
2023
Q1 		$891K Sell
19,759
-2,505
-11% -$114K 0.51% 22
2022
Q4 		$1.02M Buy
+22,264
New +$1.08M 0.54% 21

Other funds holding QMOM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Management Solutions's QMOM Position: Q3 2023 in Review

Wealth Management Solutions reduced its Alpha Architect US Quantitative Momentum ETF (QMOM) stake by 8.4% in Q3 2023, selling an estimated $50.7K and leaving 12,253 shares worth $528K. The position accounts for 0.36% of the portfolio, ranked #34.

Wealth Management Solutions first reported a position in QMOM in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2022. 33 funds tracked by Wall St. Rank hold QMOM as of Q3 2023.

  • Wealth Management Solutions held 12,253 shares of Alpha Architect US Quantitative Momentum ETF worth $528K as of Q3 2023.
  • Wealth Management Solutions sold 1,118 Alpha Architect US Quantitative Momentum ETF shares in Q3 2023, an estimated $50.7K.
  • Alpha Architect US Quantitative Momentum ETF made up 0.36% of Wealth Management Solutions's portfolio in Q3 2023, its #34 holding.
  • Wealth Management Solutions first reported a position in Alpha Architect US Quantitative Momentum ETF in Q4 2022 and has held it in 4 quarters since.
  • Wealth Management Solutions's Alpha Architect US Quantitative Momentum ETF position peaked at $1.02M in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.