Advantage Trust Co QMOM — Alpha Architect U.S. Quantitative Momentum ETF

Ownership history in Advantage Trust Co  ·  6 quarters on record

AI Ownership Summary

Advantage Trust Co reported Alpha Architect U.S. Quantitative Momentum ETF (QMOM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.36% in 2026 Q1. The latest visible filing shows QMOM at 1.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QMOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advantage Trust Co's position in Alpha Architect U.S. Quantitative Momentum ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QMOM was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QMOM stock page Advantage Trust Co fund profile Advantage Trust Co full holdings
How Advantage Trust Co held QMOM — position size vs. price
% of Fund (quarterly)    QMOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 44,569 -119 -0.3% 1.36% $3.0M 2026-05-05 $77.73
2025 Q4 ADDED — — — 44,688 +2,175 +5.1% 1.31% $2.9M 2026-01-29 $70.27
2025 Q3 ADDED — — — 42,513 +7,264 +20.6% 1.24% $2.7M 2025-11-03 $67.48
2025 Q2 ADDED — — — 35,249 +891 +2.6% 1.13% $2.3M 2025-07-30 $63.75
2025 Q1 ADDED — — — 34,358 +20,143 +141.7% 1.24% $2.0M 2025-05-07 $59.91
2024 Q4 INITIATED — — — 14,215 — — 0.54% $912K 2025-02-03 $67.80

🏢 Other funds also holding QMOM

As of 2026 Q1 — sorted by position size

BWM Planning, LLC 3.62% Revolve Wealth Partners, LLC 3Y 3.6% Commonwealth Financial Services, LLC 3Y 7Y 3.3% One Degree Advisors Inc 2.3% Vestment Financial LLC 1.72% Seed Wealth Management, Inc. 3Y 1.45% L.K. Benson & Company, P.C. 0.61% Innova Wealth Partners 3Y 0.53% Kathmere Capital Management, LLC 3Y 0.43% Brookwood Investment Group LLC 0.37%

FAQ About Advantage Trust Co and QMOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advantage Trust Co reported owning QMOM?

Advantage Trust Co reported QMOM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported QMOM position in Advantage Trust Co's portfolio?

The largest reported portfolio weight for QMOM was 1.36% in 2026 Q1.

What is the latest reported QMOM position on this page?

The most recent filing on this page is 2026 Q1, when Advantage Trust Co reported 44,569 shares, equal to 1.36% of portfolio, with an estimated market value of $3.0M.

What does the chart on this QMOM ownership page compare?

The chart compares Advantage Trust Co's quarterly QMOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advantage Trust Co time their QMOM position?

Based on 13F filing dates vs. subsequent QMOM price moves, Advantage Trust Co correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on QMOM relative to SPY over the holding period was -5.4%.

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