Vertex Planning Partners’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History

Vertex Planning Partners’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
2025 Q4	–	Sell	-29,898	Closed	-$553K	–	189
2025 Q3	$553K	Hold	29,898	–	–	0.11%	103
2025 Q2	$545K	Buy	29,898 +3,672	+14%	+$66.3K	0.11%	100
2025 Q1	$473K	Hold	26,226	–	–	0.1%	110
2024 Q4	$468K	Hold	26,226	–	–	0.1%	112
2024 Q3	$483K	Buy	26,226 +3,095	+13%	+$56.1K	0.12%	93
2024 Q2	$409K	Hold	23,131	–	–	0.11%	99
2024 Q1	$411K	Hold	23,131	–	–	0.11%	102
2023 Q4	$415K	Hold	23,131	–	–	0.12%	98
2023 Q3	$402K	Hold	23,131	–	–	0.14%	79
2023 Q2	$410K	Hold	23,131	–	–	0.14%	77
2023 Q1	$414K	Buy	23,131 +3,126	+16%	+$55.6K	0.16%	69
2022 Q4	$356K	Buy	+20,005	New	+$350K	0.14%	94

Other funds holding SPSK

ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vertex Planning Partners's SPSK Position: Q4 2025 in Review

Vertex Planning Partners sold out of SP Funds Dow Jones Global Sukuk ETF (SPSK) in Q4 2025, closing a stake of 29,898 shares — an estimated $553K sold.

Vertex Planning Partners first reported a position in SPSK in Q4 2022 and held it in 12 quarters. The position peaked at $553K in Q3 2025. 58 funds tracked by Wall St. Rank hold SPSK as of Q4 2025.

Vertex Planning Partners reported no remaining SP Funds Dow Jones Global Sukuk ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 29,898 SP Funds Dow Jones Global Sukuk ETF shares in Q4 2025, an estimated $553K.
Vertex Planning Partners first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's SP Funds Dow Jones Global Sukuk ETF position peaked at $553K in Q3 2025.
58 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.