KAS
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Kestra Advisory Services’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Kestra Advisory Services’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 		$419K Buy
7,281
+755
+12% +$41.6K ﹤0.01% 2474
2026
Q1 		$314K Buy
6,526
+537
+9% +$27.2K ﹤0.01% 2580
2025
Q4 		$306K Buy
5,989
+56
+0.9% +$2.84K ﹤0.01% 2526
2025
Q3 		$293K Sell
5,933
-22
-0.4% -$1.03K ﹤0.01% 2463
2025
Q2 		$264K Buy
5,955
+22
+0.4% +$888 ﹤0.01% 2452
2025
Q1 		$231K Hold
5,933
– – ﹤0.01% 2376
2024
Q4 		$255K Buy
5,933
+458
+8% +$19.6K ﹤0.01% 2352
2024
Q3 		$228K Sell
5,475
-747
-12% -$30.1K ﹤0.01% 2281
2024
Q2 		$252K Buy
6,222
+93
+2% +$3.56K ﹤0.01% 2242
2024
Q1 		$232K Buy
+6,129
New +$221K ﹤0.01% 2174

Other funds holding SPUS

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
RA
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kestra Advisory Services's SPUS Position: Q2 2026 in Review

Kestra Advisory Services increased its SP Funds S&P 500 Sharia ETF (SPUS) stake by 12% in Q2 2026, buying an estimated $41.6K and bringing the position to 7,281 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Kestra Advisory Services first reported a position in SPUS in Q1 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold SPUS as of Q2 2026.

  • Kestra Advisory Services held 7,281 shares of SP Funds S&P 500 Sharia ETF worth $419K as of Q2 2026.
  • Kestra Advisory Services bought 755 SP Funds S&P 500 Sharia ETF shares in Q2 2026, an estimated $41.6K.
  • SP Funds S&P 500 Sharia ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2474 holding.
  • Kestra Advisory Services first reported a position in SP Funds S&P 500 Sharia ETF in Q1 2024 and has held it in 10 quarters since.
  • 43 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.