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Mount Yale Investment Advisors’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Mount Yale Investment Advisors’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
-56,423
Closed -$2.79M – 790
2025
Q3 		$2.79M Buy
+56,423
New +$2.64M 0.19% 122

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 $555M AUM 27.99% 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

Mount Yale Investment Advisors's SPUS Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q4 2025, closing a stake of 56,423 shares — an estimated $2.79M sold.

Mount Yale Investment Advisors first reported a position in SPUS in Q3 2025 and held it in 1 quarter. The position peaked at $2.79M in Q3 2025. 69 funds tracked by Wall St. Rank hold SPUS as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining SP Funds S&P 500 Sharia ETF position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 56,423 SP Funds S&P 500 Sharia ETF shares in Q4 2025, an estimated $2.79M.
  • Mount Yale Investment Advisors first reported a position in SP Funds S&P 500 Sharia ETF in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's SP Funds S&P 500 Sharia ETF position peaked at $2.79M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.