Innova Wealth Partners QMOM — EA SERIES TRUST

Ownership history in Innova Wealth Partners  ·  6 quarters on record

AI Ownership Summary

Innova Wealth Partners reported EA SERIES TRUST (QMOM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.53% in 2026 Q1. The latest visible filing shows QMOM at 0.53% 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 Innova Wealth Partners's position in EA SERIES TRUST, 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 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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 Innova Wealth Partners fund profile Innova Wealth Partners full holdings
How Innova Wealth Partners 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 ADDED — — — 16,322 +10,932 +202.8% 0.53% $1.1M 2026-04-24 $76.46
2025 Q4 ADDED — — — 5,390 +975 +22.1% 0.18% $352K 2026-01-07 $67.82
2025 Q3 ADDED — — — 4,415 +333 +8.2% 0.15% $285K 2025-12-02 $64.04
2025 Q2 ADDED — — — 4,082 +88 +2.2% 0.16% $265K 2025-07-28 $63.35
2025 Q1 ADDED — — — 3,994 +185 +4.9% 0.15% $237K 2025-05-06 $59.55
2024 Q4 INITIATED — — — 3,809 — — 0.15% $244K 2025-01-08 $65.21

🏢 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% Seed Wealth Management, Inc. 3Y 1.45% L.K. Benson & Company, P.C. 0.61% BAKER BOYER NATIONAL BANK 3Y 7Y 0.35% XY Planning Network, Inc. 0.21% Foundry Financial LLC 0.09% Well Done, LLC 3Y 7Y 0.07% Professional Financial Advisors, LLC 3Y 0.04% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.03%

FAQ About Innova Wealth Partners and QMOM

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

How long has Innova Wealth Partners reported owning QMOM?

Innova Wealth Partners reported QMOM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported QMOM position in Innova Wealth Partners's portfolio?

The largest reported portfolio weight for QMOM was 0.53% in 2026 Q1.

What is the latest reported QMOM position on this page?

The most recent filing on this page is 2026 Q1, when Innova Wealth Partners reported 16,322 shares, equal to 0.53% of portfolio, with an estimated market value of $1.1M.

What does the chart on this QMOM ownership page compare?

The chart compares Innova Wealth Partners'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 Innova Wealth Partners time their QMOM position?

Based on 13F filing dates vs. subsequent QMOM price moves, Innova Wealth Partners correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on QMOM relative to SPY over the holding period was -3.6%.

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