Sonoma Allocations’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Sonoma Allocations’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	$1.22M	Buy	17,761 +1,890	+12%	+$125K	0.38%	43
2026 Q1	$957K	Buy	15,871 +1,489	+10%	+$92.9K	0.33%	50
2025 Q4	$919K	Sell	14,382 -455	-3%	-$27.9K	0.3%	47
2025 Q3	$883K	Buy	+14,837	New	+$854K	0.32%	45

Other funds holding SNPE

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Sonoma Allocations's SNPE Position: Q2 2026 in Review

Sonoma Allocations increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 17,761 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #43.

Sonoma Allocations first reported a position in SNPE in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Sonoma Allocations held 17,761 shares of Xtrackers S&P 500 ESG ETF worth $1.22M as of Q2 2026.
Sonoma Allocations bought 1,890 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $125K.
Xtrackers S&P 500 ESG ETF made up 0.38% of Sonoma Allocations's portfolio in Q2 2026, its #43 holding.
Sonoma Allocations first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2025 and has held it in 4 quarters since.
24 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.