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

Emergent 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	$413K	Hold	7,191	–	–	0.21%	79
2026 Q1	$346K	Buy	7,191 +748	+12%	+$37.9K	0.2%	89
2025 Q4	$329K	Sell	6,443 -796	-11%	-$40.3K	0.19%	97
2025 Q3	$358K	Hold	7,239	–	–	0.21%	81
2025 Q2	$321K	Hold	7,239	–	–	0.21%	82
2025 Q1	$282K	Buy	7,239 +228	+3%	+$9.62K	0.2%	85
2024 Q4	$301K	Buy	7,011 +1,611	+30%	+$68.8K	0.22%	84
2024 Q3	$225K	Sell	5,400 -187	-3%	-$7.54K	0.17%	97
2024 Q2	$226K	Hold	5,587	–	–	0.18%	92
2024 Q1	$212K	Buy	+5,587	New	+$202K	0.18%	93

Other funds holding SPUS

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Emergent Wealth Advisors's SPUS Position: Q2 2026 in Review

Emergent Wealth Advisors held its SP Funds S&P 500 Sharia ETF (SPUS) position steady in Q2 2026 at 7,191 shares worth $413K. The position accounts for 0.21% of the portfolio, ranked #79.

Emergent Wealth Advisors first reported a position in SPUS in Q1 2024 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold SPUS as of Q2 2026.

Emergent Wealth Advisors held 7,191 shares of SP Funds S&P 500 Sharia ETF worth $413K as of Q2 2026.
Emergent Wealth Advisors left its SP Funds S&P 500 Sharia ETF share count unchanged in Q2 2026.
SP Funds S&P 500 Sharia ETF made up 0.21% of Emergent Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Emergent Wealth Advisors first reported a position in SP Funds S&P 500 Sharia ETF in Q1 2024 and has held it in 10 quarters since.
15 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.