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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
Q3 		$268K Buy
3,831
+170
+5% +$11.8K ﹤0.01% 1348
2026
Q2 		$252K Buy
+3,661
New +$243K ﹤0.01% 1352

Other funds holding SNPE

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Independent Financial Group's SNPE Position: Q3 2026 in Review

Independent Financial Group increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 4.6% in Q3 2026, buying an estimated $11.8K and bringing the position to 3,831 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Independent Financial Group first reported a position in SNPE in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

  • Independent Financial Group held 3,831 shares of Xtrackers S&P 500 ESG ETF worth $268K as of Q3 2026.
  • Independent Financial Group bought 170 Xtrackers S&P 500 ESG ETF shares in Q3 2026, an estimated $11.8K.
  • Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1348 holding.
  • Independent Financial Group first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.