LPL Financial’s Symmetry Panoramic Sector Momentum ETF SMOM Stock Holding History

LPL Financial’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	$240K	Buy	+8,621	New	+$234K	﹤0.01%	5623

Other funds holding SMOM

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

LPL Financial's SMOM Position: Q2 2026 in Review

LPL Financial opened a new position in Symmetry Panoramic Sector Momentum ETF (SMOM) in Q2 2026: 8,621 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #5623 among its holdings.

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

LPL Financial held 8,621 shares of Symmetry Panoramic Sector Momentum ETF worth $240K as of Q2 2026.
Symmetry Panoramic Sector Momentum ETF was a new LPL Financial position in Q2 2026.
Symmetry Panoramic Sector Momentum ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5623 holding.
11 funds tracked by Wall St. Rank held Symmetry Panoramic Sector Momentum ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.