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SMOMSMOM
4 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in SYMMETRY PANORAMIC TR

Sequoia Financial Advisors, LLC holds 46,771 shares of SMOM (SYMMETRY PANORAMIC TR), worth $1.3M as of 2026-Q2. The position was decreased (-12.5% shares). SMOM represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$1.3M

Current Shares

46,771

Total Value Change

+$1.1M

Total Shares Change

+38,727

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
46,771
-12.5%
$1.3M0.0%$27.84
0
2026-Q1
Unchanged
53,477
0.0%
$1.3M0.0%$25.92
0
2025-Q4
Increased
53,477
+564.8%
$1.4M0.0%$25.99
41
2025-Q3
New
8,044
-
$208,3720.0%$25.86
32

Other major holders of SMOM: ENVESTNET ASSET MANAGEMENT INC, Kestra Advisory Services, LLC

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