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

LJI 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 Q2	$331K	Hold	4,810	–	–	0.05%	147
2026 Q1	$286K	Buy	4,810 +58	+1%	+$3.62K	0.05%	162
2025 Q4	$297K	Buy	4,752 +24	+0.5%	+$1.47K	0.05%	162
2025 Q3	$284K	Buy	4,728 +92	+2%	+$5.3K	0.05%	144
2025 Q2	$256K	Hold	4,636	–	–	0.04%	160
2025 Q1	$234K	Hold	4,636	–	–	0.05%	159
2024 Q4	$247K	Buy	4,636 +290	+7%	+$15.6K	0.05%	153
2024 Q3	$229K	Hold	4,346	–	–	0.05%	177
2024 Q2	$218K	Buy	4,346 +66	+2%	+$3.17K	0.05%	169
2024 Q1	$205K	Buy	+4,280	New	+$195K	0.05%	144

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

LJI Wealth Management's SNPE Position: Q2 2026 in Review

LJI Wealth Management held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q2 2026 at 4,810 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #147.

LJI Wealth Management first reported a position in SNPE in Q1 2024 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

LJI Wealth Management held 4,810 shares of Xtrackers S&P 500 ESG ETF worth $331K as of Q2 2026.
LJI Wealth Management left its Xtrackers S&P 500 ESG ETF share count unchanged in Q2 2026.
Xtrackers S&P 500 ESG ETF made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #147 holding.
LJI Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2024 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.