Carson Wealth (CWM LLC)
SPUS icon

Carson Wealth (CWM LLC)’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$317K Buy
6,588
+1,466
+29% +$74.2K ﹤0.01% 2345
2025
Q4 		$262K Buy
5,122
+1,213
+31% +$61.5K ﹤0.01% 2346
2025
Q3 		$193K Buy
3,909
+2,718
+228% +$127K ﹤0.01% 2477
2025
Q2 		$53K Hold
1,191
– – ﹤0.01% 3240
2025
Q1 		$46K Buy
+1,191
New +$50.2K ﹤0.01% 3054

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
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPUS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SP Funds S&P 500 Sharia ETF (SPUS) stake by 29% in Q1 2026, buying an estimated $74.2K and bringing the position to 6,588 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Carson Wealth (CWM LLC) first reported a position in SPUS in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold SPUS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,588 shares of SP Funds S&P 500 Sharia ETF worth $317K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,466 SP Funds S&P 500 Sharia ETF shares in Q1 2026, an estimated $74.2K.
  • SP Funds S&P 500 Sharia ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2345 holding.
  • Carson Wealth (CWM LLC) first reported a position in SP Funds S&P 500 Sharia ETF in Q1 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.