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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
Q3 		$19.2K Hold
275
– – ﹤0.01% 550
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

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWM
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
FFA
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

Beacon Investment Advisory Services's SNPE Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q3 2026 at 275 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Beacon Investment Advisory Services first reported a position in SNPE in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

  • Beacon Investment Advisory Services held 275 shares of Xtrackers S&P 500 ESG ETF worth $19.2K as of Q3 2026.
  • Beacon Investment Advisory Services left its Xtrackers S&P 500 ESG ETF share count unchanged in Q3 2026.
  • Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #550 holding.
  • Beacon Investment Advisory Services first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.