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Cerro Pacific Wealth Advisors’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Cerro Pacific Wealth 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
2026
Q2 		$1.81M Buy
31,418
+14,411
+85% +$794K 0.41% 45
2026
Q1 		$819K Buy
17,007
+2,299
+16% +$116K 0.21% 76
2025
Q4 		$751K Buy
14,708
+279
+2% +$14.1K 0.2% 81
2025
Q3 		$713K Buy
14,429
+2,205
+18% +$103K 0.2% 85
2025
Q2 		$542K Buy
12,224
+1,928
+19% +$77.8K 0.15% 106
2025
Q1 		$442K Buy
10,296
+502
+5% +$21.2K 0.14% 109
2024
Q4 		$409K Buy
9,794
+1,917
+24% +$81.8K 0.14% 114
2024
Q3 		$319K Hold
7,877
– – 0.12% 118
2024
Q2 		$319K Buy
+7,877
New +$301K 0.12% 119

Other funds holding SPUS

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

Cerro Pacific Wealth Advisors's SPUS Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its SP Funds S&P 500 Sharia ETF (SPUS) stake by 85% in Q2 2026, buying an estimated $794K and bringing the position to 31,418 shares worth $1.81M. The position accounts for 0.41% of the portfolio, ranked #45.

Cerro Pacific Wealth Advisors first reported a position in SPUS in Q2 2024 and has held it in 9 quarters since. 99 funds tracked by Wall St. Rank hold SPUS as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 31,418 shares of SP Funds S&P 500 Sharia ETF worth $1.81M as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 14,411 SP Funds S&P 500 Sharia ETF shares in Q2 2026, an estimated $794K.
  • SP Funds S&P 500 Sharia ETF made up 0.41% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Cerro Pacific Wealth Advisors first reported a position in SP Funds S&P 500 Sharia ETF in Q2 2024 and has held it in 9 quarters since.
  • 99 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.