Independent Financial Group’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Independent Financial Group’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	$252K	Buy	+3,661	New	+$243K	﹤0.01%	1352

Other funds holding SNPE

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's SNPE Position: Q2 2026 in Review

Independent Financial Group opened a new position in Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026: 3,661 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings.

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

Independent Financial Group held 3,661 shares of Xtrackers S&P 500 ESG ETF worth $252K as of Q2 2026.
Xtrackers S&P 500 ESG ETF was a new Independent Financial Group position in Q2 2026.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1352 holding.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.