Able Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Able Wealth Management’s Portfolio SNPE Stock Details SNPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$203K	Buy	+2,859	New	+$199K	0.04%	177

Other funds holding SNPE

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Able Wealth Management's SNPE Position: Q3 2026 in Review

Able Wealth Management opened a new position in Xtrackers S&P 500 ESG ETF (SNPE) in Q3 2026: 2,859 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings.

15 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

Able Wealth Management held 2,859 shares of Xtrackers S&P 500 ESG ETF worth $203K as of Q3 2026.
Xtrackers S&P 500 ESG ETF was a new Able Wealth Management position in Q3 2026.
Xtrackers S&P 500 ESG ETF made up 0.04% of Able Wealth Management's portfolio in Q3 2026, its #177 holding.
15 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.