IFG Advisory »

Symmetry Panoramic Tr shares owned by IFG Advisory

Quarter-by-quarter ownership of Symmetry Panoramic Tr (SMOM) shares owned by IFG Advisory from 13F filings

Historical chart of IFG Advisory investment in Symmetry Panoramic Tr

Tip: Access up to 7 years of quarterly data

All positions including Symmetry Panoramic Tr held by IFG Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Symmetry Panoramic Tr by IFG Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.7k 276 27.84

More positions owned by IFG Advisory

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Whitehall Fds High Div Yld (VYM)
Proshares Tr S&p 500 Dv Arist (NOBL)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for IFG Advisory

Top funds holding Symmetry Panoramic Tr

Symmetry Partner
Envestnet Asset Management
Sequoia Financial Advisors
Kestra Advisory Services
Prime Capital Investment Advisors
Mml Investors Services
LPL Financial
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Harbour Investments
IFG Advisory
Integrated Wealth Concepts

View all funds holding Symmetry Panoramic Tr