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Gateway Wealth Partners’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Gateway Wealth Partners’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 		$2.43M Buy
40,858
+10,736
+36% +$670K 0.09% 227
2025
Q4 		$1.88M Sell
30,122
-53
-0.2% -$3.25K 0.21% 126
2025
Q3 		$1.81M Sell
30,175
-629
-2% -$36.2K 0.24% 108
2025
Q2 		$1.7M Sell
30,804
-68,246
-69% -$3.49M 0.32% 87
2025
Q1 		$5M Sell
99,050
-1,489
-1% -$78.9K 1.12% 20
2024
Q4 		$5.36M Sell
100,539
-1,226
-1% -$66K 1.39% 13
2024
Q3 		$5.35M Buy
101,765
+87
+0.1% +$4.42K 1.47% 12
2024
Q2 		$5.09M Sell
101,678
-7,940
-7% -$381K 1.54% 10
2024
Q1 		$5.24M Sell
109,618
-43,429
-28% -$1.98M 1.88% 8
2023
Q4 		$6.66M Buy
+153,047
New +$6.26M 2.68% 4

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