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

Sequoia 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
2026 Q2	$2.32M	Hold	40,357	–	–	0.01%	580
2026 Q1	$1.94M	Hold	40,357	–	–	0.01%	612
2025 Q4	$2.06M	Buy	40,357 +1,977	+5%	+$100K	0.01%	562
2025 Q3	$1.9M	Hold	38,380	–	–	0.01%	547
2025 Q2	$1.7M	Hold	38,380	–	–	0.01%	509
2025 Q1	$1.49M	Hold	38,380	–	–	0.01%	503
2024 Q4	$1.65M	Hold	38,380	–	–	0.02%	459
2024 Q3	$1.6M	Hold	38,380	–	–	0.02%	425
2024 Q2	$1.55M	Hold	38,380	–	–	0.02%	383
2024 Q1	$1.45M	Hold	38,380	–	–	0.02%	387
2023 Q4	$1.31M	Buy	38,380 +15,276	+66%	+$491K	0.02%	452
2023 Q3	$714K	Buy	+23,104	New	+$742K	0.01%	416

Other funds holding SPUS

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sequoia Financial Advisors's SPUS Position: Q2 2026 in Review

Sequoia Financial Advisors held its SP Funds S&P 500 Sharia ETF (SPUS) position steady in Q2 2026 at 40,357 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #580.

Sequoia Financial Advisors first reported a position in SPUS in Q3 2023 and has held it in 12 quarters since. 43 funds tracked by Wall St. Rank hold SPUS as of Q2 2026.

Sequoia Financial Advisors held 40,357 shares of SP Funds S&P 500 Sharia ETF worth $2.32M as of Q2 2026.
Sequoia Financial Advisors left its SP Funds S&P 500 Sharia ETF share count unchanged in Q2 2026.
SP Funds S&P 500 Sharia ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #580 holding.
Sequoia Financial Advisors first reported a position in SP Funds S&P 500 Sharia ETF in Q3 2023 and has held it in 12 quarters since.
43 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.