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Bullock Wealth Management’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Bullock Wealth Management’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
2024
Q3 		– Sell
-140
Closed -$5.7K – 599
2024
Q2 		$5.7K Buy
+140
New +$5.35K ﹤0.01% 399

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

Bullock Wealth Management's SPUS Position: Q3 2024 in Review

Bullock Wealth Management sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q3 2024, closing a stake of 140 shares — an estimated $5.7K sold.

Bullock Wealth Management first reported a position in SPUS in Q2 2024 and held it in 1 quarter. The position peaked at $5.7K in Q2 2024. 55 funds tracked by Wall St. Rank hold SPUS as of Q3 2024.

  • Bullock Wealth Management reported no remaining SP Funds S&P 500 Sharia ETF position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 140 SP Funds S&P 500 Sharia ETF shares in Q3 2024, an estimated $5.7K.
  • Bullock Wealth Management first reported a position in SP Funds S&P 500 Sharia ETF in Q2 2024 and held it in 1 quarter.
  • Bullock Wealth Management's SP Funds S&P 500 Sharia ETF position peaked at $5.7K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.