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Northwest Financial Advisors’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-520
Closed -$21.7K – 480
2024
Q3 		$21.7K Buy
+520
New +$21K 0.02% 313
2024
Q1 		– Sell
-520
Closed -$17.8K – 459
2023
Q4 		$17.8K Buy
+520
New +$16.7K 0.02% 317

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Northwest Financial Advisors's SPUS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q4 2024, closing a stake of 520 shares — an estimated $21.7K sold.

Northwest Financial Advisors first reported a position in SPUS in Q4 2023 and held it in 2 quarters. The position peaked at $21.7K in Q3 2024. 64 funds tracked by Wall St. Rank hold SPUS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining SP Funds S&P 500 Sharia ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 520 SP Funds S&P 500 Sharia ETF shares in Q4 2024, an estimated $21.7K.
  • Northwest Financial Advisors first reported a position in SP Funds S&P 500 Sharia ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's SP Funds S&P 500 Sharia ETF position peaked at $21.7K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.