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

Potentia Wealth’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	$298K	Buy	+4,321	New	+$287K	0.12%	56

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

Potentia Wealth's SNPE Position: Q2 2026 in Review

Potentia Wealth opened a new position in Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026: 4,321 shares worth $298K. The stake represents 0.12% of the portfolio and ranks #56 among its holdings.

127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Potentia Wealth held 4,321 shares of Xtrackers S&P 500 ESG ETF worth $298K as of Q2 2026.
Xtrackers S&P 500 ESG ETF was a new Potentia Wealth position in Q2 2026.
Xtrackers S&P 500 ESG ETF made up 0.12% of Potentia Wealth's portfolio in Q2 2026, its #56 holding.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.