Osaic Holdings
SMOM

Osaic Holdings’s Symmetry Panoramic Sector Momentum ETF SMOM Stock Holding History

Osaic Holdings’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 		$40K Buy
1,437
+1,170
+438% +$31.7K ﹤0.01% 5636
2026
Q1 		$6.66K Buy
267
+168
+170% +$4.33K ﹤0.01% 6526
2025
Q4 		$2.56K Buy
+99
New +$2.54K ﹤0.01% 6996

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 22.9% 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's SMOM Position: Q2 2026 in Review

Osaic Holdings increased its Symmetry Panoramic Sector Momentum ETF (SMOM) stake by 438% in Q2 2026, buying an estimated $31.7K and bringing the position to 1,437 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #5636.

Osaic Holdings first reported a position in SMOM in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold SMOM as of Q2 2026.

  • Osaic Holdings held 1,437 shares of Symmetry Panoramic Sector Momentum ETF worth $40K as of Q2 2026.
  • Osaic Holdings bought 1,170 Symmetry Panoramic Sector Momentum ETF shares in Q2 2026, an estimated $31.7K.
  • Symmetry Panoramic Sector Momentum ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5636 holding.
  • Osaic Holdings first reported a position in Symmetry Panoramic Sector Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Symmetry Panoramic Sector Momentum ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.