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

Beacon Investment 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
2026
Q2 		$18.9K Hold
275
– – ﹤0.01% 553
2026
Q1 		$16.4K Buy
+275
New +$17.2K ﹤0.01% 578

Other funds holding SNPE

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beacon Investment Advisory Services's SNPE Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q2 2026 at 275 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Beacon Investment Advisory Services first reported a position in SNPE in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Beacon Investment Advisory Services held 275 shares of Xtrackers S&P 500 ESG ETF worth $18.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its Xtrackers S&P 500 ESG ETF share count unchanged in Q2 2026.
  • Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #553 holding.
  • Beacon Investment Advisory Services first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.