CAPTRUST Financial Advisors
SPUS icon

CAPTRUST Financial Advisors’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q2 		– Sell
-15,794
Closed -$615K – 2590
2025
Q1 		$615K Hold
15,794
– – ﹤0.01% 1525
2024
Q4 		$678K Sell
15,794
-1,421
-8% -$60.7K ﹤0.01% 1444
2024
Q3 		$718K Hold
17,215
– – ﹤0.01% 1394
2024
Q2 		$697K Hold
17,215
– – ﹤0.01% 1342
2024
Q1 		$652K Hold
17,215
– – ﹤0.01% 1351
2023
Q4 		$589K Buy
+17,215
New +$554K ﹤0.01% 1632

Other funds holding SPUS

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors's SPUS Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q2 2025, closing a stake of 15,794 shares — an estimated $615K sold.

CAPTRUST Financial Advisors first reported a position in SPUS in Q4 2023 and held it in 6 quarters. The position peaked at $718K in Q3 2024. 72 funds tracked by Wall St. Rank hold SPUS as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining SP Funds S&P 500 Sharia ETF position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,794 SP Funds S&P 500 Sharia ETF shares in Q2 2025, an estimated $615K.
  • CAPTRUST Financial Advisors first reported a position in SP Funds S&P 500 Sharia ETF in Q4 2023 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's SP Funds S&P 500 Sharia ETF position peaked at $718K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.