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Bogart Wealth LLC’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Bogart Wealth LLC’s Portfolio SPUS Stock Details SPUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.75K Hold
100
– – ﹤0.01% 1161
2026
Q1 		$4.82K Buy
100
+10
+11% +$506 ﹤0.01% 1070
2025
Q4 		$4.6K Buy
90
+10
+13% +$507 ﹤0.01% 1018
2025
Q3 		$3.95K Buy
80
+5
+7% +$234 ﹤0.01% 1024
2025
Q2 		$3.33K Buy
75
+15
+25% +$605 ﹤0.01% 1023
2025
Q1 		$2.34K Hold
60
– – ﹤0.01% 1039
2024
Q4 		$2.58K Hold
60
– – ﹤0.01% 1048
2024
Q3 		$2.5K Hold
60
– – ﹤0.01% 946
2024
Q2 		$2.43K Buy
60
+10
+20% +$382 ﹤0.01% 902
2024
Q1 		$1.89K Hold
50
– – ﹤0.01% 909
2023
Q4 		$1.71K Hold
50
– – ﹤0.01% 909
2023
Q3 		$1.55K Hold
50
– – ﹤0.01% 915
2023
Q2 		$1.61K Hold
50
– – ﹤0.01% 906
2023
Q1 		$1.45K Hold
50
– – ﹤0.01% 955
2022
Q4 		$1.29K Hold
50
– – ﹤0.01% 841
2022
Q3 		$1K Hold
50
– – ﹤0.01% 945
2022
Q2 		$1K Sell
50
-10
-17% -$280 ﹤0.01% 866
2022
Q1 		$2K Buy
60
+10
+20% +$307 ﹤0.01% 703
2021
Q4 		$2K Buy
+50
New +$1.6K ﹤0.01% 670

Other funds holding SPUS

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

Bogart Wealth LLC's SPUS Position: Q2 2026 in Review

Bogart Wealth LLC held its SP Funds S&P 500 Sharia ETF (SPUS) position steady in Q2 2026 at 100 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Bogart Wealth LLC first reported a position in SPUS in Q4 2021 and has held it in 19 quarters since. 99 funds tracked by Wall St. Rank hold SPUS as of Q2 2026.

  • Bogart Wealth LLC held 100 shares of SP Funds S&P 500 Sharia ETF worth $5.75K as of Q2 2026.
  • Bogart Wealth LLC left its SP Funds S&P 500 Sharia ETF share count unchanged in Q2 2026.
  • SP Funds S&P 500 Sharia ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1161 holding.
  • Bogart Wealth LLC first reported a position in SP Funds S&P 500 Sharia ETF in Q4 2021 and has held it in 19 quarters since.
  • 99 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.