XY Planning Network
IMOM icon

XY Planning Network’s Alpha Architect International Quantitative Momentum ETF IMOM Stock Holding History

XY Planning Network’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
2026
Q3 		$575K Buy
14,244
+606
+4% +$25K 0.06% 216
2026
Q2 		$590K Sell
13,638
-1,976
-13% -$86.9K 0.07% 189
2026
Q1 		$639K Sell
15,614
-761
-5% -$31.9K 0.1% 167
2025
Q4 		$624K Buy
16,375
+1,724
+12% +$64.1K 0.11% 153
2025
Q3 		$498K Hold
14,651
– – 0.17% 108
2025
Q2 		$498K Buy
14,651
+5,404
+58% +$165K 0.17% 108
2025
Q1 		$261K Buy
+9,247
New +$262K 0.17% 88

Other funds holding IMOM

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return

XY Planning Network's IMOM Position: Q3 2026 in Review

XY Planning Network increased its Alpha Architect International Quantitative Momentum ETF (IMOM) stake by 4.4% in Q3 2026, buying an estimated $25K and bringing the position to 14,244 shares worth $575K. The position accounts for 0.06% of the portfolio, ranked #216.

XY Planning Network first reported a position in IMOM in Q1 2025 and has held it in 7 quarters since. The position peaked at $639K in Q1 2026. 7 funds tracked by Wall St. Rank hold IMOM as of Q3 2026.

  • XY Planning Network held 14,244 shares of Alpha Architect International Quantitative Momentum ETF worth $575K as of Q3 2026.
  • XY Planning Network bought 606 Alpha Architect International Quantitative Momentum ETF shares in Q3 2026, an estimated $25K.
  • Alpha Architect International Quantitative Momentum ETF made up 0.06% of XY Planning Network's portfolio in Q3 2026, its #216 holding.
  • XY Planning Network first reported a position in Alpha Architect International Quantitative Momentum ETF in Q1 2025 and has held it in 7 quarters since.
  • XY Planning Network's Alpha Architect International Quantitative Momentum ETF position peaked at $639K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Momentum ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.