IFP Advisors’s SP Funds S&P World ex-US ETF SPWO Stock Holding History

IFP Advisors’s Portfolio SPWO Stock Details SPWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$50.7K	Buy	+1,513	New	+$50K	﹤0.01%	2385

Other funds holding SPWO

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Wrenne Financial Planning Lexington, Kentucky $303M AUM 11.43% 1-Year Est. Return

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

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors's SPWO Position: Q3 2026 in Review

IFP Advisors opened a new position in SP Funds S&P World ex-US ETF (SPWO) in Q3 2026: 1,513 shares worth $50.7K. The stake represents ﹤0.01% of the portfolio and ranks #2385 among its holdings.

12 funds tracked by Wall St. Rank hold SPWO as of Q3 2026.

IFP Advisors held 1,513 shares of SP Funds S&P World ex-US ETF worth $50.7K as of Q3 2026.
SP Funds S&P World ex-US ETF was a new IFP Advisors position in Q3 2026.
SP Funds S&P World ex-US ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2385 holding.
12 funds tracked by Wall St. Rank held SP Funds S&P World ex-US ETF as of Q3 2026.

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