IWC
SMOM

Integrated Wealth Concepts’s Symmetry Panoramic Sector Momentum ETF SMOM Stock Holding History

Integrated Wealth Concepts’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 		$7.63K Buy
+274
New +$7.43K ﹤0.01% 4726

Other funds holding SMOM

SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Integrated Wealth Concepts's SMOM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Symmetry Panoramic Sector Momentum ETF (SMOM) in Q2 2026: 274 shares worth $7.63K. The stake represents ﹤0.01% of the portfolio and ranks #4726 among its holdings.

11 funds tracked by Wall St. Rank hold SMOM as of Q2 2026.

  • Integrated Wealth Concepts held 274 shares of Symmetry Panoramic Sector Momentum ETF worth $7.63K as of Q2 2026.
  • Symmetry Panoramic Sector Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Symmetry Panoramic Sector Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4726 holding.
  • 11 funds tracked by Wall St. Rank held Symmetry Panoramic Sector Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.