MJT & Associates Financial Advisory’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

MJT & Associates Financial Advisory’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	$160K	Buy	2,288 +81	+4%	+$5.64K	0.1%	42
2026 Q2	$152K	Buy	2,207 +233	+12%	+$15.5K	0.1%	53
2026 Q1	$118K	Buy	1,974 +5	+0.3%	+$312	0.09%	57
2025 Q4	$123K	Sell	1,969 -58	-3%	-$3.56K	0.09%	53
2025 Q3	$122K	Hold	2,027	–	–	0.1%	53
2025 Q2	$112K	Sell	2,027 -756	-27%	-$38.7K	0.14%	64
2025 Q1	$140K	Buy	+2,783	New	+$147K	0.13%	65

Other funds holding SNPE

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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 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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

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

MJT & Associates Financial Advisory's SNPE Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 3.7% in Q3 2026, buying an estimated $5.64K and bringing the position to 2,288 shares worth $160K. The position accounts for 0.1% of the portfolio, ranked #42.

MJT & Associates Financial Advisory first reported a position in SNPE in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

MJT & Associates Financial Advisory held 2,288 shares of Xtrackers S&P 500 ESG ETF worth $160K as of Q3 2026.
MJT & Associates Financial Advisory bought 81 Xtrackers S&P 500 ESG ETF shares in Q3 2026, an estimated $5.64K.
Xtrackers S&P 500 ESG ETF made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #42 holding.
MJT & Associates Financial Advisory first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2025 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.