Wealth Enhancement Advisory Services
SNPE icon

Wealth Enhancement Advisory Services’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Wealth Enhancement Advisory Services’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 		$823K Sell
11,967
-57
-0.5% -$3.78K ﹤0.01% 2229
2026
Q1 		$724K Sell
12,024
-3,762
-24% -$235K ﹤0.01% 2038
2025
Q4 		$999K Buy
15,786
+108
+0.7% +$6.63K ﹤0.01% 1959
2025
Q3 		$947K Sell
15,678
-1,100
-7% -$63.3K ﹤0.01% 1904
2025
Q2 		$939K Sell
16,778
-958
-5% -$49K ﹤0.01% 1791
2025
Q1 		$894K Sell
17,736
-24,274
-58% -$1.29M ﹤0.01% 1662
2024
Q4 		$2.24M Sell
42,010
-1,730
-4% -$93.1K ﹤0.01% 1124
2024
Q3 		$2.3M Sell
43,740
-95,809
-69% -$4.87M ﹤0.01% 989
2024
Q2 		$6.99M Sell
139,549
-940
-0.7% -$45.1K 0.02% 594
2024
Q1 		$6.72M Sell
140,489
-571
-0.4% -$26K 0.02% 594
2023
Q4 		$6.14M Buy
+141,060
New +$5.77M 0.02% 556

Other funds holding SNPE

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GG
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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
BW
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
GA
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

Wealth Enhancement Advisory Services's SNPE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Xtrackers S&P 500 ESG ETF (SNPE) stake by 0.47% in Q2 2026, selling an estimated $3.78K and leaving 11,967 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Wealth Enhancement Advisory Services first reported a position in SNPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.99M in Q2 2024. 26 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,967 shares of Xtrackers S&P 500 ESG ETF worth $823K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 57 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $3.78K.
  • Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2229 holding.
  • Wealth Enhancement Advisory Services first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Xtrackers S&P 500 ESG ETF position peaked at $6.99M in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.