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Romano Brothers & Co’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-421
Closed -$10.8K – 880
2022
Q4 		$10.8K Buy
+421
New +$10.9K ﹤0.01% 717

Other funds holding SPUS

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Romano Brothers & Co's SPUS Position: Q1 2023 in Review

Romano Brothers & Co sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q1 2023, closing a stake of 421 shares — an estimated $10.8K sold.

Romano Brothers & Co first reported a position in SPUS in Q4 2022 and held it in 1 quarter. The position peaked at $10.8K in Q4 2022. 24 funds tracked by Wall St. Rank hold SPUS as of Q1 2023.

  • Romano Brothers & Co reported no remaining SP Funds S&P 500 Sharia ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 421 SP Funds S&P 500 Sharia ETF shares in Q1 2023, an estimated $10.8K.
  • Romano Brothers & Co first reported a position in SP Funds S&P 500 Sharia ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's SP Funds S&P 500 Sharia ETF position peaked at $10.8K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.