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 Q3	$847K	Hold	11,967	–	–	﹤0.01%	2321
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sun Life Financial Toronto, Ontario, Canada $2.45B AUM 19.54% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $895M AUM 12.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's SNPE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q3 2026 at 11,967 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

Wealth Enhancement Advisory Services first reported a position in SNPE in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.99M in Q2 2024. 112 funds tracked by Wall St. Rank hold SNPE as of Q3 2026.

Wealth Enhancement Advisory Services held 11,967 shares of Xtrackers S&P 500 ESG ETF worth $847K as of Q3 2026.
Wealth Enhancement Advisory Services left its Xtrackers S&P 500 ESG ETF share count unchanged in Q3 2026.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2321 holding.
Wealth Enhancement Advisory Services first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Xtrackers S&P 500 ESG ETF position peaked at $6.99M in Q2 2024.
112 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.