MWM
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Mission Wealth Management’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Mission Wealth Management’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 		$3.34M Buy
58,119
+9,973
+21% +$550K 0.04% 232
2026
Q1 		$2.32M Buy
48,146
+1,477
+3% +$74.8K 0.05% 196
2025
Q4 		$2.38M Sell
46,669
-2,592
-5% -$131K 0.05% 198
2025
Q3 		$2.43M Sell
49,261
-750
-1% -$35.1K 0.05% 197
2025
Q2 		$2.22M Buy
50,011
+1,415
+3% +$57.1K 0.05% 200
2025
Q1 		$1.89M Buy
48,596
+8,446
+21% +$356K 0.05% 197
2024
Q4 		$1.72M Sell
40,150
-328
-0.8% -$14K 0.04% 204
2024
Q3 		$1.69M Buy
40,478
+203
+0.5% +$8.19K 0.04% 197
2024
Q2 		$1.63M Buy
40,275
+110
+0.3% +$4.2K 0.04% 192
2024
Q1 		$1.52M Buy
40,165
+52
+0.1% +$1.88K 0.04% 216
2023
Q4 		$1.37M Sell
40,113
-7,032
-15% -$226K 0.04% 192
2023
Q3 		$1.46M Sell
47,145
-13,670
-22% -$439K 0.05% 169
2023
Q2 		$1.96M Buy
60,815
+878
+1% +$26.4K 0.07% 135
2023
Q1 		$1.74M Buy
59,937
+11,021
+23% +$300K 0.07% 145
2022
Q4 		$1.26M Sell
48,916
-18,466
-27% -$479K 0.06% 170
2022
Q3 		$1.65M Buy
67,382
+1,897
+3% +$51.6K 0.09% 127
2022
Q2 		$1.69M Buy
65,485
+40,688
+164% +$1.14M 0.09% 124
2022
Q1 		$774K Buy
24,797
+3,520
+17% +$108K 0.04% 239
2021
Q4 		$717K Buy
21,277
+10,672
+101% +$342K 0.03% 240
2021
Q3 		$310K Buy
10,605
+2,253
+27% +$67.8K 0.02% 402
2021
Q2 		$240K Buy
+8,352
New +$230K 0.01% 439

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
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 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
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

Mission Wealth Management's SPUS Position: Q2 2026 in Review

Mission Wealth Management increased its SP Funds S&P 500 Sharia ETF (SPUS) stake by 21% in Q2 2026, buying an estimated $550K and bringing the position to 58,119 shares worth $3.34M. The position accounts for 0.04% of the portfolio, ranked #232.

Mission Wealth Management first reported a position in SPUS in Q2 2021 and has held it in 21 quarters since. 33 funds tracked by Wall St. Rank hold SPUS as of Q2 2026.

  • Mission Wealth Management held 58,119 shares of SP Funds S&P 500 Sharia ETF worth $3.34M as of Q2 2026.
  • Mission Wealth Management bought 9,973 SP Funds S&P 500 Sharia ETF shares in Q2 2026, an estimated $550K.
  • SP Funds S&P 500 Sharia ETF made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Mission Wealth Management first reported a position in SP Funds S&P 500 Sharia ETF in Q2 2021 and has held it in 21 quarters since.
  • 33 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.