Envestnet Asset Management
SMOM

Envestnet Asset Management’s Symmetry Panoramic Sector Momentum ETF SMOM Stock Holding History

Envestnet Asset Management’s Portfolio SMOM Stock Details SMOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44M Buy
+97,750
New +$2.52M ﹤0.01% 2866

Other funds holding SMOM

SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's SMOM Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Symmetry Panoramic Sector Momentum ETF (SMOM) in Q1 2026: 97,750 shares worth $2.44M. The stake represents ﹤0.01% of the portfolio and ranks #2866 among its holdings.

7 funds tracked by Wall St. Rank hold SMOM as of Q1 2026.

  • Envestnet Asset Management held 97,750 shares of Symmetry Panoramic Sector Momentum ETF worth $2.44M as of Q1 2026.
  • Symmetry Panoramic Sector Momentum ETF was a new Envestnet Asset Management position in Q1 2026.
  • Symmetry Panoramic Sector Momentum ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2866 holding.
  • 7 funds tracked by Wall St. Rank held Symmetry Panoramic Sector Momentum ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.