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Money Concepts Capital’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-5,429
Closed -$277K – 600
2025
Q4 		$277K Buy
5,429
+123
+2% +$6.24K 0.02% 447
2025
Q3 		$262K Hold
5,306
– – 0.02% 410
2025
Q2 		$235K Buy
+5,306
New +$214K 0.02% 407

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
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Money Concepts Capital's SPUS Position: Q1 2026 in Review

Money Concepts Capital sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q1 2026, closing a stake of 5,429 shares — an estimated $277K sold.

Money Concepts Capital first reported a position in SPUS in Q2 2025 and held it in 3 quarters. The position peaked at $277K in Q4 2025. 85 funds tracked by Wall St. Rank hold SPUS as of Q1 2026.

  • Money Concepts Capital reported no remaining SP Funds S&P 500 Sharia ETF position as of Q1 2026 after selling out during the quarter.
  • Money Concepts Capital sold 5,429 SP Funds S&P 500 Sharia ETF shares in Q1 2026, an estimated $277K.
  • Money Concepts Capital first reported a position in SP Funds S&P 500 Sharia ETF in Q2 2025 and held it in 3 quarters.
  • Money Concepts Capital's SP Funds S&P 500 Sharia ETF position peaked at $277K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.