Dynamic Advisor Solutions
SNPE icon

Dynamic Advisor Solutions’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Dynamic Advisor Solutions’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 		$2.99M Buy
42,792
+1,819
+4% +$127K 0.08% 237
2026
Q2 		$2.82M Buy
40,973
+2,667
+7% +$177K 0.08% 254
2026
Q1 		$2.28M Buy
38,306
+317
+0.8% +$19.8K 0.07% 281
2025
Q4 		$2.37M Buy
+37,989
New +$2.33M 0.08% 262

Other funds holding SNPE

GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
ZS
Zenith Solutions Philadelphia, Pennsylvania $112M AUM
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Heirloom Wealth Management
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
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions's SNPE Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 4.4% in Q3 2026, buying an estimated $127K and bringing the position to 42,792 shares worth $2.99M. The position accounts for 0.08% of the portfolio, ranked #237.

Dynamic Advisor Solutions first reported a position in SNPE in Q4 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

  • Dynamic Advisor Solutions held 42,792 shares of Xtrackers S&P 500 ESG ETF worth $2.99M as of Q3 2026.
  • Dynamic Advisor Solutions bought 1,819 Xtrackers S&P 500 ESG ETF shares in Q3 2026, an estimated $127K.
  • Xtrackers S&P 500 ESG ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #237 holding.
  • Dynamic Advisor Solutions first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.