FGAM
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Financial Gravity Asset Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Financial Gravity Asset Management’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 		$186K Sell
3,117
-61
-2% -$3.81K 0.03% 168
2025
Q4 		$198K Sell
3,178
-41
-1% -$2.52K 0.04% 126
2025
Q3 		$193K Buy
+3,219
New +$185K 0.04% 153
2025
Q1 		$154K Buy
+3,055
New +$162K 0.03% 173
2024
Q2 		$322K Sell
6,433
-6,619
-51% -$318K 0.08% 97
2024
Q1 		$595K Buy
13,052
+6,148
+89% +$280K 0.08% 100
2023
Q4 		$301K Buy
+6,904
New +$282K ﹤0.01% 476
2021
Q1 		– Sell
-745
Closed -$24K – 922
2020
Q4 		$24K Buy
+745
New +$23.3K 0.02% 121

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return