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

Sequoia Financial Advisors’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	$1.3M	Sell	46,771 -6,706	-13%	-$182K	0.01%	826
2026 Q1	$1.33M	Hold	53,477	–	–	0.01%	769
2025 Q4	$1.38M	Buy	53,477 +45,433	+565%	+$1.17M	0.01%	737
2025 Q3	$208K	Buy	+8,044	New	+$206K	﹤0.01%	1614

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

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

Sequoia Financial Advisors's SMOM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Symmetry Panoramic Sector Momentum ETF (SMOM) stake by 13% in Q2 2026, selling an estimated $182K and leaving 46,771 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #826.

Sequoia Financial Advisors first reported a position in SMOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2025. 5 funds tracked by Wall St. Rank hold SMOM as of Q2 2026.

Sequoia Financial Advisors held 46,771 shares of Symmetry Panoramic Sector Momentum ETF worth $1.3M as of Q2 2026.
Sequoia Financial Advisors sold 6,706 Symmetry Panoramic Sector Momentum ETF shares in Q2 2026, an estimated $182K.
Symmetry Panoramic Sector Momentum ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #826 holding.
Sequoia Financial Advisors first reported a position in Symmetry Panoramic Sector Momentum ETF in Q3 2025 and has held it in 4 quarters since.
Sequoia Financial Advisors's Symmetry Panoramic Sector Momentum ETF position peaked at $1.38M in Q4 2025.
5 funds tracked by Wall St. Rank held Symmetry Panoramic Sector Momentum ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.