NVWM LLC’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

NVWM LLC’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 Q3	$25.8K	Sell	433 -7	-2%	-$407	﹤0.01%	313
2026 Q2	$25.3K	Hold	440	–	–	0.01%	263
2026 Q1	$21.2K	Hold	440	–	–	﹤0.01%	276
2025 Q4	$22.5K	Hold	440	–	–	﹤0.01%	276
2025 Q3	$21.7K	Hold	440	–	–	﹤0.01%	287
2025 Q2	$19.5K	Hold	440	–	–	﹤0.01%	296
2025 Q1	$17.1K	Hold	440	–	–	﹤0.01%	282
2024 Q4	$18.9K	Hold	440	–	–	﹤0.01%	279
2024 Q3	$18.4K	Hold	440	–	–	﹤0.01%	283
2024 Q2	$17.8K	Hold	440	–	–	﹤0.01%	283
2024 Q1	$16.7K	Hold	440	–	–	﹤0.01%	282
2023 Q4	$15K	Hold	440	–	–	﹤0.01%	297
2023 Q3	$13.6K	Hold	440	–	–	﹤0.01%	308
2023 Q2	$14.2K	Hold	440	–	–	﹤0.01%	322
2023 Q1	$12.8K	Hold	440	–	–	﹤0.01%	330
2022 Q4	$11.3K	Buy	440 +149	+51%	+$3.87K	﹤0.01%	319
2022 Q3	$7K	Buy	+291	New	+$7.92K	﹤0.01%	353

Other funds holding SPUS

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

EWA

Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

NVWM LLC's SPUS Position: Q3 2026 in Review

NVWM LLC reduced its SP Funds S&P 500 Sharia ETF (SPUS) stake by 1.6% in Q3 2026, selling an estimated $407 and leaving 433 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

NVWM LLC first reported a position in SPUS in Q3 2022 and has held it in 17 quarters since. 20 funds tracked by Wall St. Rank hold SPUS as of Q3 2026.

NVWM LLC held 433 shares of SP Funds S&P 500 Sharia ETF worth $25.8K as of Q3 2026.
NVWM LLC sold 7 SP Funds S&P 500 Sharia ETF shares in Q3 2026, an estimated $407.
SP Funds S&P 500 Sharia ETF made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #313 holding.
NVWM LLC first reported a position in SP Funds S&P 500 Sharia ETF in Q3 2022 and has held it in 17 quarters since.
20 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.