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 Q1	$206K	Buy	+3,459	New	+$216K	﹤0.01%	1490

Other funds holding SNPE

JP Morgan Chase New York $1.56T 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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's SNPE Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Xtrackers S&P 500 ESG ETF (SNPE) in Q1 2026: 3,459 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings.

122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

Independent Advisor Alliance held 3,459 shares of Xtrackers S&P 500 ESG ETF worth $206K as of Q1 2026.
Xtrackers S&P 500 ESG ETF was a new Independent Advisor Alliance position in Q1 2026.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1490 holding.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.