RETIREMENT CAPITAL STRATEGIES SNPE — DBX ETF TR

Ownership history in RETIREMENT CAPITAL STRATEGIES  ·  12 quarters on record

AI Ownership Summary

RETIREMENT CAPITAL STRATEGIES reported DBX ETF TR (SNPE) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.1% in 2024 Q3. The latest visible filing shows SNPE at 0.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SNPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT CAPITAL STRATEGIES's position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SNPE was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SNPE stock page RETIREMENT CAPITAL STRATEGIES fund profile RETIREMENT CAPITAL STRATEGIES full holdings
How RETIREMENT CAPITAL STRATEGIES held SNPE — position size vs. price
% of Fund (quarterly)    SNPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 38,395 -340 -0.9% 0.86% $2.3M 2026-05-15 $67.48
2025 Q4 ADDED — — — 38,735 +195 +0.5% 0.90% $2.4M 2026-02-13 $62.39
2025 Q3 UNCHANGED — — — 38,540 — 0% 0.89% $2.3M 2025-11-12 $61.57
2025 Q2 REDUCED 24.6% +8.3% ❌ 38,540 -12,543 -24.6% 0.84% $2.1M 2025-08-11 $56.57
2025 Q1 ADDED — — — 51,083 +114 +0.2% 1.01% $2.6M 2025-05-14 $51.76
2024 Q4 REDUCED — — — 50,969 -2,454 -4.6% 1.03% $2.7M 2025-02-07 $52.98
2024 Q3 ADDED — — — 53,423 +1,130 +2.2% 1.10% $2.8M 2024-11-12 $53.46
2024 Q2 UNCHANGED — — — 52,293 — 0% 1.05% $2.6M 2024-08-14 $48.93
2024 Q1 ADDED — — — 52,293 +39,129 +297.2% 1.02% $2.5M 2024-05-14 $46.68
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SNPE

As of 2026 Q2 — sorted by position size

MJT & Associates Financial Advisory Group, Inc. 0.1% Noble Wealth Management PBC 0.01%

FAQ About RETIREMENT CAPITAL STRATEGIES and SNPE

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMENT CAPITAL STRATEGIES reported owning SNPE?

RETIREMENT CAPITAL STRATEGIES reported SNPE across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SNPE position in RETIREMENT CAPITAL STRATEGIES's portfolio?

The largest reported portfolio weight for SNPE was 1.10% in 2024 Q3.

What is the latest reported SNPE position on this page?

The most recent filing on this page is 2026 Q1, when RETIREMENT CAPITAL STRATEGIES reported 38,395 shares, equal to 0.86% of portfolio, with an estimated market value of $2.3M.

What does the chart on this SNPE ownership page compare?

The chart compares RETIREMENT CAPITAL STRATEGIES's quarterly SNPE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RETIREMENT CAPITAL STRATEGIES time their SNPE position?

Based on 13F filing dates vs. subsequent SNPE price moves, RETIREMENT CAPITAL STRATEGIES correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on SNPE relative to SPY over the holding period was -0.1%.

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