Chicago Partners Investment Group’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Chicago Partners Investment Group’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	$275K	Sell	5,128 -850	-14%	-$43K	0.01%	1189
2025 Q4	$307K	Buy	5,978 +6	+0.1%	+$304	0.01%	1020
2025 Q3	$310K	Buy	5,972 +12	+0.2%	+$561	0.01%	929
2025 Q2	$274K	Buy	5,960 +8	+0.1%	+$323	0.01%	886
2025 Q1	$234K	Buy	5,952 +15	+0.3%	+$633	0.01%	794
2024 Q4	$257K	Sell	5,937 -44	-0.7%	-$1.88K	0.01%	717
2024 Q3	$250K	Buy	5,981 +8	+0.1%	+$323	0.01%	685
2024 Q2	$234K	Buy	5,973 +16	+0.3%	+$612	0.01%	669
2024 Q1	$217K	Buy	+5,957	New	+$215K	0.01%	676

Other funds holding SPUS

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Chicago Partners Investment Group's SPUS Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its SP Funds S&P 500 Sharia ETF (SPUS) stake by 14% in Q1 2026, selling an estimated $43K and leaving 5,128 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1189.

Chicago Partners Investment Group first reported a position in SPUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $310K in Q3 2025. 83 funds tracked by Wall St. Rank hold SPUS as of Q1 2026.

Chicago Partners Investment Group held 5,128 shares of SP Funds S&P 500 Sharia ETF worth $275K as of Q1 2026.
Chicago Partners Investment Group sold 850 SP Funds S&P 500 Sharia ETF shares in Q1 2026, an estimated $43K.
SP Funds S&P 500 Sharia ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1189 holding.
Chicago Partners Investment Group first reported a position in SP Funds S&P 500 Sharia ETF in Q1 2024 and has held it in 9 quarters since.
Chicago Partners Investment Group's SP Funds S&P 500 Sharia ETF position peaked at $310K in Q3 2025.
83 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.