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Retirement Capital Strategies’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Retirement Capital Strategies’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 		$2.29M Sell
38,395
-340
-0.9% -$21.2K 0.86% 29
2025
Q4 		$2.42M Buy
38,735
+195
+0.5% +$12K 0.9% 30
2025
Q3 		$2.31M Hold
38,540
– – 0.89% 31
2025
Q2 		$2.13M Sell
38,540
-12,543
-25% -$641K 0.84% 32
2025
Q1 		$2.58M Buy
51,083
+114
+0.2% +$6.04K 1.01% 26
2024
Q4 		$2.72M Sell
50,969
-2,454
-5% -$132K 1.03% 26
2024
Q3 		$2.81M Buy
53,423
+1,130
+2% +$57.4K 1.1% 23
2024
Q2 		$2.62M Hold
52,293
– – 1.05% 25
2024
Q1 		$2.5M Buy
52,293
+39,129
+297% +$1.78M 1.02% 26
2023
Q4 		$573K Buy
13,164
+94
+0.7% +$3.85K 0.25% 52
2023
Q3 		$512K Sell
13,070
-4,800
-27% -$196K 0.24% 43
2023
Q2 		$726K Buy
+17,870
New +$686K 0.33% 41

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return