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BWM Planning’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History

BWM Planning’s Portfolio SPSK Stock Details SPSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Buy
14,092
+559
+4% +$10.2K 0.07% 78
2025
Q4 		$247K Hold
13,533
– – 0.07% 80
2025
Q3 		$250K Hold
13,533
– – 0.07% 82
2025
Q2 		$247K Sell
13,533
-5
-0% -$90 0.09% 73
2025
Q1 		$244K Buy
13,538
+48
+0.4% +$856 0.1% 68
2024
Q4 		$241K Buy
13,490
+2,450
+22% +$44.4K 0.1% 71
2024
Q3 		$203K Buy
+11,040
New +$200K 0.09% 75

Other funds holding SPSK

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

BWM Planning's SPSK Position: Q1 2026 in Review

BWM Planning increased its SP Funds Dow Jones Global Sukuk ETF (SPSK) stake by 4.1% in Q1 2026, buying an estimated $10.2K and bringing the position to 14,092 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #78.

BWM Planning first reported a position in SPSK in Q3 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold SPSK as of Q1 2026.

  • BWM Planning held 14,092 shares of SP Funds Dow Jones Global Sukuk ETF worth $252K as of Q1 2026.
  • BWM Planning bought 559 SP Funds Dow Jones Global Sukuk ETF shares in Q1 2026, an estimated $10.2K.
  • SP Funds Dow Jones Global Sukuk ETF made up 0.07% of BWM Planning's portfolio in Q1 2026, its #78 holding.
  • BWM Planning first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q3 2024 and has held it in 7 quarters since.
  • 65 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.