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
Q2 		$6.72M Buy
241,237
+143,487
+147% +$3.89M ﹤0.01% 2246
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 $31B AUM 28.39% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's SMOM Position: Q2 2026 in Review

Envestnet Asset Management increased its Symmetry Panoramic Sector Momentum ETF (SMOM) stake by 147% in Q2 2026, buying an estimated $3.89M and bringing the position to 241,237 shares worth $6.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Envestnet Asset Management first reported a position in SMOM in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold SMOM as of Q2 2026.

  • Envestnet Asset Management held 241,237 shares of Symmetry Panoramic Sector Momentum ETF worth $6.72M as of Q2 2026.
  • Envestnet Asset Management bought 143,487 Symmetry Panoramic Sector Momentum ETF shares in Q2 2026, an estimated $3.89M.
  • Symmetry Panoramic Sector Momentum ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2246 holding.
  • Envestnet Asset Management first reported a position in Symmetry Panoramic Sector Momentum ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Symmetry Panoramic Sector Momentum ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.