Heirloom Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Heirloom Wealth 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 Q3	$1.2M	Sell	17,118 -54	-0.3%	-$3.76K	0.16%	38
2026 Q2	$1.18M	Buy	17,172 +2,095	+14%	+$139K	0.17%	36
2026 Q1	$898K	Buy	15,077 +1,806	+14%	+$113K	0.16%	53
2025 Q4	$829K	Buy	13,271 +4,975	+60%	+$305K	0.19%	29
2025 Q3	$498K	Buy	8,296 +58	+0.7%	+$3.34K	0.12%	30
2025 Q2	$456K	Buy	8,238 +76	+0.9%	+$3.89K	0.12%	33
2025 Q1	$412K	Sell	8,162 -219	-3%	-$11.6K	0.12%	32
2024 Q4	$446K	Sell	8,381 -105	-1%	-$5.65K	0.13%	33
2024 Q3	$446K	Buy	8,486 +18	+0.2%	+$915	0.14%	30
2024 Q2	$424K	Buy	8,468 +117	+1%	+$5.62K	0.14%	30
2024 Q1	$399K	Sell	8,351 -13,435	-62%	-$611K	0.14%	40
2023 Q4	$949K	Sell	21,786 -74	-0.3%	-$3.03K	0.36%	27
2023 Q3	$856K	Buy	21,860 +3,532	+19%	+$144K	0.38%	27
2023 Q2	$744K	Sell	18,328 -978	-5%	-$37.5K	0.32%	30
2023 Q1	$718K	Sell	19,306 -1,521	-7%	-$54.9K	0.34%	29
2022 Q4	$720K	Buy	+20,827	New	+$724K	0.45%	30
2022 Q2	$673K	Hold	18,123	–	–	0.55%	22
2022 Q1	$656K	Buy	18,123 +9,858	+119%	+$397K	0.46%	22
2021 Q4	$327K	Buy	+8,265	New	+$340K	0.28%	28

Other funds holding SNPE

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Heirloom Wealth Management's SNPE Position: Q3 2026 in Review

Heirloom Wealth Management reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.31% in Q3 2026, selling an estimated $3.76K and leaving 17,118 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #38.

Heirloom Wealth Management first reported a position in SNPE in Q4 2021 and has held it in 19 quarters since. 30 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

Heirloom Wealth Management held 17,118 shares of Xtrackers S&P 500 ESG ETF worth $1.2M as of Q3 2026.
Heirloom Wealth Management sold 54 Xtrackers S&P 500 ESG ETF shares in Q3 2026, an estimated $3.76K.
Xtrackers S&P 500 ESG ETF made up 0.16% of Heirloom Wealth Management's portfolio in Q3 2026, its #38 holding.
Heirloom Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2021 and has held it in 19 quarters since.
30 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.