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

Valeo 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 		$373K Buy
6,493
+5
+0.1% +$276 0.01% 541
2026
Q1 		$312K Buy
+6,488
New +$328K 0.01% 530

Other funds holding SPUS

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

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

Valeo Financial Advisors increased its SP Funds S&P 500 Sharia ETF (SPUS) stake by 0.08% in Q2 2026, buying an estimated $276 and bringing the position to 6,493 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #541.

Valeo Financial Advisors first reported a position in SPUS in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold SPUS as of Q2 2026.

  • Valeo Financial Advisors held 6,493 shares of SP Funds S&P 500 Sharia ETF worth $373K as of Q2 2026.
  • Valeo Financial Advisors bought 5 SP Funds S&P 500 Sharia ETF shares in Q2 2026, an estimated $276.
  • SP Funds S&P 500 Sharia ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #541 holding.
  • Valeo Financial Advisors first reported a position in SP Funds S&P 500 Sharia ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.