Carson Wealth (CWM LLC)’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$37.4K	Hold	628	–	–	﹤0.01%	4013
2025 Q4	$39K	Hold	628	–	–	﹤0.01%	3789
2025 Q3	$38K	Hold	628	–	–	﹤0.01%	3740
2025 Q2	$35K	Hold	628	–	–	﹤0.01%	3536
2025 Q1	$32K	Buy	+628	New	+$33.3K	﹤0.01%	3344
2023 Q1	–	Sell	-53	Closed	-$2K	–	4327
2022 Q4	$2K	Sell	53 -348	-87%	-$12.1K	﹤0.01%	3624
2022 Q3	$13K	Hold	401	–	–	﹤0.01%	2528
2022 Q2	$14K	Buy	+401	New	+$14.8K	﹤0.01%	2384
2022 Q1	–	Sell	-5,392	Closed	-$230K	–	3847
2021 Q4	$230K	Buy	+5,392	New	+$222K	﹤0.01%	969

Other funds holding SNPE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNPE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q1 2026 at 628 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4013.

Carson Wealth (CWM LLC) first reported a position in SNPE in Q4 2021 and has held it in 9 quarters since. The position peaked at $230K in Q4 2021. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

Carson Wealth (CWM LLC) held 628 shares of Xtrackers S&P 500 ESG ETF worth $37.4K as of Q1 2026.
Carson Wealth (CWM LLC) left its Xtrackers S&P 500 ESG ETF share count unchanged in Q1 2026.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4013 holding.
Carson Wealth (CWM LLC) first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2021 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Xtrackers S&P 500 ESG ETF position peaked at $230K in Q4 2021.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.