· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $71.26Day −1.94%1Y +12.6%Off 52W high −13.0%Vol (1Y) 25.1%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,647 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
QMOM is not in the screener universe.
| YTD+9.1% |
| 1Y+12.6% |
| 3Y+55.9% |
| 5Y+52.5% |
| 10Y+205.6% |
| Since incept. (ann.)+11.9% |
Total return through 2026-07-29 · series begins 2016-01-04. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)25.1% |
| Ann. volatility (3Y)23.7% |
| Sharpe (1Y)0.60 |
| Sharpe (3Y)0.75 |
| Max drawdown (1Y)−12.8% |
| Max drawdown (3Y)−26.5% |
| Beta (3Y vs SPY)1.36 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 405,534 | $28M | — | −5.3% |
| Commonwealth Financial Services, LLC | 305,546 | $21M | — | +9.9% |
| Valley Financial Group, Inc. | 235,260 | $16M | — | +3.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 213,553 | $15M | — | +145.7% |
| LPL Financial LLC | 204,826 | $14M | — | +16.5% |
| BWM Planning, LLC | 200,955 | $14M | — | +2.0% |
| Stokes Family Office, LLC | 171,033 | $12M | — | −9.3% |
| RAYMOND JAMES FINANCIAL INC | 134,150 | $9M | — | −3.3% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for QMOM.
