LPL Financial
SMOM icon

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
Q3 		$613K Buy
21,219
+12,598
+146% +$362K ﹤0.01% 4936
2026
Q2 		$240K Buy
+8,621
New +$234K ﹤0.01% 5623

Other funds holding SMOM

Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

LPL Financial's SMOM Position: Q3 2026 in Review

LPL Financial increased its Symmetry Panoramic Sector Momentum ETF (SMOM) stake by 146% in Q3 2026, buying an estimated $362K and bringing the position to 21,219 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #4936.

LPL Financial first reported a position in SMOM in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold SMOM as of Q3 2026.

  • LPL Financial held 21,219 shares of Symmetry Panoramic Sector Momentum ETF worth $613K as of Q3 2026.
  • LPL Financial bought 12,598 Symmetry Panoramic Sector Momentum ETF shares in Q3 2026, an estimated $362K.
  • Symmetry Panoramic Sector Momentum ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4936 holding.
  • LPL Financial first reported a position in Symmetry Panoramic Sector Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Symmetry Panoramic Sector Momentum ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.