SageOak Financial’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History

SageOak Financial’s Portfolio SPSK Stock Details SPSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$265K	Buy	15,258 +314	+2%	+$5.6K	0.17%	30
2026 Q2	$269K	Buy	14,944 +120	+0.8%	+$2.16K	0.18%	32
2026 Q1	$265K	Buy	14,824 +1,334	+10%	+$24.2K	0.19%	31
2025 Q4	$246K	Buy	13,490 +231	+2%	+$4.29K	0.18%	29
2025 Q3	$245K	Buy	13,259 +130	+1%	+$2.39K	0.18%	28
2025 Q2	$239K	Buy	13,129 +531	+4%	+$9.6K	0.19%	28
2025 Q1	$227K	Buy	12,598 +1,104	+10%	+$19.7K	0.2%	30
2024 Q4	$205K	Buy	+11,494	New	+$208K	0.19%	45

Other funds holding SPSK

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

rebel Financial Groveport, Ohio $245M AUM 6.88% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SageOak Financial's SPSK Position: Q3 2026 in Review

SageOak Financial increased its SP Funds Dow Jones Global Sukuk ETF (SPSK) stake by 2.1% in Q3 2026, buying an estimated $5.6K and bringing the position to 15,258 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #30.

SageOak Financial first reported a position in SPSK in Q4 2024 and has held it in 8 quarters since. The position peaked at $269K in Q2 2026. 37 funds tracked by Wall St. Rank hold SPSK as of Q3 2026.

SageOak Financial held 15,258 shares of SP Funds Dow Jones Global Sukuk ETF worth $265K as of Q3 2026.
SageOak Financial bought 314 SP Funds Dow Jones Global Sukuk ETF shares in Q3 2026, an estimated $5.6K.
SP Funds Dow Jones Global Sukuk ETF made up 0.17% of SageOak Financial's portfolio in Q3 2026, its #30 holding.
SageOak Financial first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q4 2024 and has held it in 8 quarters since.
SageOak Financial's SP Funds Dow Jones Global Sukuk ETF position peaked at $269K in Q2 2026.
37 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.