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WFA of San Diego’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History

WFA of San Diego’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
2024
Q3 		$1.48K Hold
23
– – ﹤0.01% 375
2024
Q2 		$1.34K Buy
+23
New +$1.33K ﹤0.01% 380
2023
Q3 		$518 Hold
12
– – ﹤0.01% 380
2023
Q2 		$558 Buy
+12
New +$534 ﹤0.01% 369

Other funds holding QMOM

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
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 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
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

WFA of San Diego's QMOM Position: Q3 2024 in Review

WFA of San Diego held its Alpha Architect US Quantitative Momentum ETF (QMOM) position steady in Q3 2024 at 23 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

WFA of San Diego first reported a position in QMOM in Q2 2023 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold QMOM as of Q3 2024.

  • WFA of San Diego held 23 shares of Alpha Architect US Quantitative Momentum ETF worth $1.48K as of Q3 2024.
  • WFA of San Diego left its Alpha Architect US Quantitative Momentum ETF share count unchanged in Q3 2024.
  • Alpha Architect US Quantitative Momentum ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2024, its #375 holding.
  • WFA of San Diego first reported a position in Alpha Architect US Quantitative Momentum ETF in Q2 2023 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Momentum ETF as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.