SNPE — DBX ETF TR

Ownership history in IMPACTfolio, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which IMPACTfolio, LLC reported a position in DBX ETF TR (SNPE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.25% (2025 Q1)
Avg. % of fund
1.05%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 33,020 -14,189 -30.1% 0.85% $2.0M $59.84
2025 Q1 INITIATED 47,209 — — 1.25% $2.4M $49.99
% of Fund (quarterly)    SNPE price (monthly, adj. close)

Other funds also holding SNPE

As of 2025 Q4 — sorted by position size

SUN LIFE FINANCIAL INC 3Y 7Y 12.64% WCG Wealth Advisors LLC 3Y 1.68% Alaska Wealth Advisors, LLC 3Y 7Y 1.28% GenWealth Group, Inc. 3Y 7Y 0.54% Insight Wealth Partners, LLC 3Y 0.43% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.33% Gateway Wealth Partners, LLC 3Y 0.21% Heirloom Wealth Management 3Y 0.19% Mason & Associates Inc 3Y 0.18% RF&L WEALTH MANAGEMENT, LLC 3Y 0.16%
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