SWA
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Serenus Wealth Advisors’s Xtrackers S&P 500 Growth ESG ETF SNPG Stock Holding History

Serenus Wealth Advisors’s Portfolio SNPG Stock Details SNPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,559
Closed -$801K – 78
2026
Q1 		$801K Hold
16,559
– – 0.16% 30
2025
Q4 		$883K Hold
16,559
– – 0.17% 31
2025
Q3 		$855K Hold
16,559
– – 0.15% 30
2025
Q2 		$791K Buy
16,559
+4,734
+40% +$207K 0.13% 32
2025
Q1 		$497K Buy
+11,825
New +$534K 0.08% 36

Other funds holding SNPG

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Serenus Wealth Advisors's SNPG Position: Q2 2026 in Review

Serenus Wealth Advisors sold out of Xtrackers S&P 500 Growth ESG ETF (SNPG) in Q2 2026, closing a stake of 16,559 shares — an estimated $801K sold.

Serenus Wealth Advisors first reported a position in SNPG in Q1 2025 and held it in 5 quarters. The position peaked at $883K in Q4 2025. 9 funds tracked by Wall St. Rank hold SNPG as of Q2 2026.

  • Serenus Wealth Advisors reported no remaining Xtrackers S&P 500 Growth ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Serenus Wealth Advisors sold 16,559 Xtrackers S&P 500 Growth ESG ETF shares in Q2 2026, an estimated $801K.
  • Serenus Wealth Advisors first reported a position in Xtrackers S&P 500 Growth ESG ETF in Q1 2025 and held it in 5 quarters.
  • Serenus Wealth Advisors's Xtrackers S&P 500 Growth ESG ETF position peaked at $883K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Xtrackers S&P 500 Growth ESG ETF as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.