Kovitz Investment Group Partners
SPUS icon

Kovitz Investment Group Partners’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-57,022
Closed -$2.82M – 1208
2025
Q3 		$2.82M Buy
57,022
+17,232
+43% +$806K 0.01% 571
2025
Q2 		$1.77M Sell
39,790
-17,908
-31% -$723K 0.01% 663
2025
Q1 		$2.25M Buy
+57,698
New +$2.43M 0.01% 560

Other funds holding SPUS

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return

Kovitz Investment Group Partners's SPUS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q4 2025, closing a stake of 57,022 shares — an estimated $2.82M sold.

Kovitz Investment Group Partners first reported a position in SPUS in Q1 2025 and held it in 3 quarters. The position peaked at $2.82M in Q3 2025. 69 funds tracked by Wall St. Rank hold SPUS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining SP Funds S&P 500 Sharia ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 57,022 SP Funds S&P 500 Sharia ETF shares in Q4 2025, an estimated $2.82M.
  • Kovitz Investment Group Partners first reported a position in SP Funds S&P 500 Sharia ETF in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's SP Funds S&P 500 Sharia ETF position peaked at $2.82M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.