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

Financial Services Advisory’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	$2.05M	Buy	+29,830	New	+$1.98M	0.51%	34

Other funds holding SNPE

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

ZENITH SOLUTIONS, INC. Philadelphia, Pennsylvania $110M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Financial Services Advisory's SNPE Position: Q2 2026 in Review

Financial Services Advisory opened a new position in Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026: 29,830 shares worth $2.05M. The stake represents 0.51% of the portfolio and ranks #34 among its holdings.

50 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Financial Services Advisory held 29,830 shares of Xtrackers S&P 500 ESG ETF worth $2.05M as of Q2 2026.
Xtrackers S&P 500 ESG ETF was a new Financial Services Advisory position in Q2 2026.
Xtrackers S&P 500 ESG ETF made up 0.51% of Financial Services Advisory's portfolio in Q2 2026, its #34 holding.
50 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.