Twin Peaks Wealth Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-1,000	Closed	-$59.5K	–	1894
2026 Q1	$59.5K	Buy	+1,000	New	+$62.4K	0.02%	396
2025 Q3	–	Sell	-1,000	Closed	-$57.9K	–	1814
2025 Q2	$57.9K	Buy	+1,000	New	+$51.1K	0.02%	320

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

Twin Peaks Wealth Advisors's SNPE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026, closing a stake of 1,000 shares — an estimated $59.5K sold.

Twin Peaks Wealth Advisors first reported a position in SNPE in Q2 2025 and held it in 2 quarters. The position peaked at $59.5K in Q1 2026. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,000 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $59.5K.
Twin Peaks Wealth Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Xtrackers S&P 500 ESG ETF position peaked at $59.5K in Q1 2026.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

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