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Unique Wealth Strategies’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Unique Wealth Strategies’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 		$214K Hold
3,716
– – 0.08% 207
2026
Q2 		$214K Buy
+3,716
New +$205K 0.08% 208

Other funds holding SPUS

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Concurrent Investment Advisors
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
E
Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Unique Wealth Strategies's SPUS Position: Q3 2026 in Review

Unique Wealth Strategies held its SP Funds S&P 500 Sharia ETF (SPUS) position steady in Q3 2026 at 3,716 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #207.

Unique Wealth Strategies first reported a position in SPUS in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold SPUS as of Q3 2026.

  • Unique Wealth Strategies held 3,716 shares of SP Funds S&P 500 Sharia ETF worth $214K as of Q3 2026.
  • Unique Wealth Strategies left its SP Funds S&P 500 Sharia ETF share count unchanged in Q3 2026.
  • SP Funds S&P 500 Sharia ETF made up 0.08% of Unique Wealth Strategies's portfolio in Q3 2026, its #207 holding.
  • Unique Wealth Strategies first reported a position in SP Funds S&P 500 Sharia ETF in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.