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 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

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

Insight Wealth Partners's SNPE Position: Q2 2026 in Review

Insight Wealth Partners increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 5.5% in Q2 2026, buying an estimated $187K and bringing the position to 54,015 shares worth $3.72M. The position accounts for 0.5% of the portfolio, ranked #20.

Insight Wealth Partners first reported a position in SNPE in Q4 2020 and has held it in 23 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Insight Wealth Partners held 54,015 shares of Xtrackers S&P 500 ESG ETF worth $3.72M as of Q2 2026.
Insight Wealth Partners bought 2,818 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $187K.
Xtrackers S&P 500 ESG ETF made up 0.5% of Insight Wealth Partners's portfolio in Q2 2026, its #20 holding.
Insight Wealth Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2020 and has held it in 23 quarters since.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.