Avantax Advisory Services’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Avantax Advisory Services’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
2025 Q2	$450K	Hold	8,145	–	–	﹤0.01%	1647
2025 Q1	$411K	Hold	8,145	–	–	﹤0.01%	1640
2024 Q4	$434K	Hold	8,145	–	–	﹤0.01%	1539
2024 Q3	$428K	Sell	8,145 -41	-0.5%	-$2.08K	﹤0.01%	1518
2024 Q2	$410K	Buy	8,186 +1,562	+24%	+$75K	﹤0.01%	1494
2024 Q1	$317K	Hold	6,624	–	–	﹤0.01%	1267
2023 Q4	$288K	Hold	6,624	–	–	﹤0.01%	1253
2023 Q3	$259K	Hold	6,624	–	–	﹤0.01%	1280
2023 Q2	$269K	Hold	6,624	–	–	﹤0.01%	1243
2023 Q1	$246K	Buy	6,624 +397	+6%	+$14.3K	﹤0.01%	1258
2022 Q4	$215K	Buy	+6,227	New	+$216K	﹤0.01%	1276
2022 Q2	–	Sell	-6,171	Closed	-$252K	–	1386
2022 Q1	$252K	Buy	6,171 +2	+0%	+$80	﹤0.01%	1088
2021 Q4	$263K	Buy	6,169 +2	+0%	+$82	﹤0.01%	1040
2021 Q3	$234K	Buy	6,167 +2	+0%	+$78	﹤0.01%	1033
2021 Q2	$233K	Sell	6,165 -239	-4%	-$8.79K	﹤0.01%	1006
2021 Q1	$222K	Sell	6,404 -738	-10%	-$24.9K	﹤0.01%	933
2020 Q4	$235K	Buy	+7,142	New	+$223K	0.01%	826

Other funds holding SNPE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Avantax Advisory Services's SNPE Position: Q2 2025 in Review

Avantax Advisory Services held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q2 2025 at 8,145 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Avantax Advisory Services first reported a position in SNPE in Q4 2020 and has held it in 17 quarters since. 106 funds tracked by Wall St. Rank hold SNPE as of Q2 2025.

Avantax Advisory Services held 8,145 shares of Xtrackers S&P 500 ESG ETF worth $450K as of Q2 2025.
Avantax Advisory Services left its Xtrackers S&P 500 ESG ETF share count unchanged in Q2 2025.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1647 holding.
Avantax Advisory Services first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2020 and has held it in 17 quarters since.
106 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.