CAPTRUST Financial Advisors
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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
2025
Q1 		$615K Hold
2024
Q4 		$678K Sell
2024
Q3 		$718K Hold
2024
Q2 		$697K Hold
2024
Q1 		$652K Hold
2023
Q4 		$589K Buy