Valeo Financial Advisors
SPUS icon

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
Q3 		$387K Buy
6,497
+4
+0.1% +$232 0.01% 543
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

ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
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
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SageOak Financial
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

Valeo Financial Advisors's SPUS Position: Q3 2026 in Review

Valeo Financial Advisors increased its SP Funds S&P 500 Sharia ETF (SPUS) stake by 0.06% in Q3 2026, buying an estimated $232 and bringing the position to 6,497 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #543.

Valeo Financial Advisors first reported a position in SPUS in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold SPUS as of Q3 2026.

  • Valeo Financial Advisors held 6,497 shares of SP Funds S&P 500 Sharia ETF worth $387K as of Q3 2026.
  • Valeo Financial Advisors bought 4 SP Funds S&P 500 Sharia ETF shares in Q3 2026, an estimated $232.
  • SP Funds S&P 500 Sharia ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #543 holding.
  • Valeo Financial Advisors first reported a position in SP Funds S&P 500 Sharia ETF in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.