Jupiter Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Jupiter Wealth Management’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	$226K	Buy	3,324 +1,587	+91%	+$99K	0.09%	79
2025 Q4	$109K	Sell	1,737 -1,887	-52%	-$116K	0.05%	83
2025 Q3	$218K	Hold	3,624	–	–	0.1%	79
2025 Q2	$211K	Buy	3,624 +1,537	+74%	+$78.6K	0.11%	77
2025 Q1	$111K	Sell	2,087 -900	-30%	-$47.7K	0.07%	68
2024 Q4	$159K	Hold	2,987	–	–	0.08%	83
2024 Q3	$157K	Hold	2,987	–	–	0.08%	84
2024 Q2	$151K	Hold	2,987	–	–	0.08%	83
2024 Q1	$141K	Hold	2,987	–	–	0.07%	88
2023 Q4	$130K	Hold	2,987	–	–	0.08%	79
2023 Q3	$121K	Buy	+2,987	New	+$122K	0.08%	79
2020 Q3	–	Sell	-13,858	Closed	-$397K	–	85
2020 Q2	$397K	Hold	13,858	–	–	0.2%	55
2020 Q1	$343K	Buy	+13,858	New	+$368K	0.2%	53

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

Jupiter Wealth Management's SNPE Position: Q1 2026 in Review

Jupiter Wealth Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 91% in Q1 2026, buying an estimated $99K and bringing the position to 3,324 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #79.

Jupiter Wealth Management first reported a position in SNPE in Q1 2020 and has held it in 13 quarters since. The position peaked at $397K in Q2 2020. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

Jupiter Wealth Management held 3,324 shares of Xtrackers S&P 500 ESG ETF worth $226K as of Q1 2026.
Jupiter Wealth Management bought 1,587 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $99K.
Xtrackers S&P 500 ESG ETF made up 0.09% of Jupiter Wealth Management's portfolio in Q1 2026, its #79 holding.
Jupiter Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2020 and has held it in 13 quarters since.
Jupiter Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $397K in Q2 2020.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.