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BWM Planning’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

BWM Planning’s Portfolio SPUS Stock Details SPUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,339
Closed -$616K – 78
2024
Q4 		$616K Buy
14,339
+1,502
+12% +$64.5K 0.27% 52
2024
Q3 		$536K Buy
+12,837
New +$536K 0.24% 56