Independent Advisor Alliance
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Independent Advisor Alliance’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Independent Advisor Alliance’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 		– Sell
-3,459
Closed -$206K – 1539
2026
Q1 		$206K Buy
+3,459
New +$216K ﹤0.01% 1490

Other funds holding SNPE

SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Advisor Alliance's SNPE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026, closing a stake of 3,459 shares — an estimated $206K sold.

Independent Advisor Alliance first reported a position in SNPE in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,459 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $206K.
  • Independent Advisor Alliance first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Xtrackers S&P 500 ESG ETF position peaked at $206K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.