Creative Planning’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Creative Planning’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	$686K	Buy	11,926 +4,739	+66%	+$261K	﹤0.01%	2943
2026 Q1	$346K	Sell	7,187 -5	-0.1%	-$253	﹤0.01%	3310
2025 Q4	$367K	Sell	7,192 -2,314	-24%	-$117K	﹤0.01%	3101
2025 Q3	$470K	Buy	9,506 +1,216	+15%	+$56.8K	﹤0.01%	2780
2025 Q2	$368K	Buy	+8,290	New	+$335K	﹤0.01%	2726

Other funds holding SPUS

ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's SPUS Position: Q2 2026 in Review

Creative Planning increased its SP Funds S&P 500 Sharia ETF (SPUS) stake by 66% in Q2 2026, buying an estimated $261K and bringing the position to 11,926 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

Creative Planning first reported a position in SPUS in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold SPUS as of Q2 2026.

Creative Planning held 11,926 shares of SP Funds S&P 500 Sharia ETF worth $686K as of Q2 2026.
Creative Planning bought 4,739 SP Funds S&P 500 Sharia ETF shares in Q2 2026, an estimated $261K.
SP Funds S&P 500 Sharia ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2943 holding.
Creative Planning first reported a position in SP Funds S&P 500 Sharia ETF in Q2 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 Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.