Insight Wealth Partners
SNPE icon

Insight Wealth Partners’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Insight Wealth Partners’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 		$3.37M Sell
48,122
-5,893
-11% -$411K 0.44% 23
2026
Q2 		$3.72M Buy
54,015
+2,818
+6% +$187K 0.5% 20
2026
Q1 		$3.05M Buy
51,197
+1,004
+2% +$62.6K 0.43% 22
2025
Q4 		$3.13M Sell
50,193
-733
-1% -$45K 0.43% 21
2025
Q3 		$3.06M Buy
50,926
+539
+1% +$31K 0.93% 19
2025
Q2 		$2.79M Buy
50,387
+2,042
+4% +$104K 1.08% 16
2025
Q1 		$2.44M Buy
48,345
+1,813
+4% +$96.1K 0.41% 22
2024
Q4 		$2.48M Buy
46,532
+419
+0.9% +$22.6K 0.34% 22
2024
Q3 		$2.42M Buy
46,113
+2,301
+5% +$117K 0.48% 23
2024
Q2 		$2.19M Buy
43,812
+3,921
+10% +$188K 0.38% 19
2024
Q1 		$1.91M Buy
39,891
+5,465
+16% +$249K 0.33% 23
2023
Q4 		$1.5M Buy
34,426
+13,621
+65% +$557K 0.26% 24
2023
Q3 		$815K Buy
20,805
+5,638
+37% +$230K 0.16% 35
2023
Q2 		$616K Buy
15,167
+400
+3% +$15.4K 0.14% 48
2023
Q1 		$549K Buy
14,767
+480
+3% +$17.3K 0.12% 39
2022
Q4 		$494K Buy
14,287
+1,900
+15% +$66.1K 0.37% 35
2022
Q3 		$397K Hold
12,387
– – 0.37% 39
2022
Q2 		$423K Buy
12,387
+517
+4% +$19.1K 0.32% 40
2022
Q1 		$486K Buy
11,870
+540
+5% +$21.7K 0.27% 41
2021
Q4 		$483K Hold
11,330
– – 0.09% 49
2021
Q3 		$430K Buy
11,330
+650
+6% +$25.4K 0.23% 41
2021
Q2 		$403K Buy
10,680
+1,250
+13% +$45.9K 0.21% 41
2021
Q1 		$328K Buy
9,430
+2,439
+35% +$82.4K 0.16% 43
2020
Q4 		$230K Buy
+6,991
New +$219K 0.14% 47

Other funds holding SNPE

GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Zenith Solutions
Zenith Solutions Philadelphia, Pennsylvania $112M AUM
Avior Wealth Management
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
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Heirloom Wealth Management
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
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Insight Wealth Partners's SNPE Position: Q3 2026 in Review

Insight Wealth Partners reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 11% in Q3 2026, selling an estimated $411K and leaving 48,122 shares worth $3.37M. The position accounts for 0.44% of the portfolio, ranked #23.

Insight Wealth Partners first reported a position in SNPE in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.72M in Q2 2026. 30 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

  • Insight Wealth Partners held 48,122 shares of Xtrackers S&P 500 ESG ETF worth $3.37M as of Q3 2026.
  • Insight Wealth Partners sold 5,893 Xtrackers S&P 500 ESG ETF shares in Q3 2026, an estimated $411K.
  • Xtrackers S&P 500 ESG ETF made up 0.44% of Insight Wealth Partners's portfolio in Q3 2026, its #23 holding.
  • Insight Wealth Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Wealth Partners's Xtrackers S&P 500 ESG ETF position peaked at $3.72M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.