Concurrent Investment Advisors’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Concurrent Investment 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 Q3	$511K	Buy	+8,578	New	+$498K	﹤0.01%	1550

Other funds holding SPUS

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Concurrent Investment Advisors's SPUS Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in SP Funds S&P 500 Sharia ETF (SPUS) in Q3 2026: 8,578 shares worth $511K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings.

24 funds tracked by Wall St. Rank hold SPUS as of Q3 2026.

Concurrent Investment Advisors held 8,578 shares of SP Funds S&P 500 Sharia ETF worth $511K as of Q3 2026.
SP Funds S&P 500 Sharia ETF was a new Concurrent Investment Advisors position in Q3 2026.
SP Funds S&P 500 Sharia ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1550 holding.
24 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.