Vertex Planning Partners
SPSK icon

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
2026
Q3 		$521K Buy
+29,967
New +$534K 0.07% 117
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
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
rebel Financial
rebel Financial Groveport, Ohio $245M AUM 6.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Vertex Planning Partners's SPSK Position: Q3 2026 in Review

Vertex Planning Partners opened a new position in SP Funds Dow Jones Global Sukuk ETF (SPSK) in Q3 2026: 29,967 shares worth $521K. The stake represents 0.07% of the portfolio and ranks #117 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in SPSK as recently as Q3 2025.

Vertex Planning Partners first reported a position in SPSK in Q4 2022 and has held it in 13 quarters since. The position peaked at $553K in Q3 2025. 57 funds tracked by Wall St. Rank hold SPSK as of Q3 2026.

  • Vertex Planning Partners held 29,967 shares of SP Funds Dow Jones Global Sukuk ETF worth $521K as of Q3 2026.
  • SP Funds Dow Jones Global Sukuk ETF was a new Vertex Planning Partners position in Q3 2026.
  • SP Funds Dow Jones Global Sukuk ETF made up 0.07% of Vertex Planning Partners's portfolio in Q3 2026, its #117 holding.
  • Vertex Planning Partners first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q4 2022 and has held it in 13 quarters since.
  • Vertex Planning Partners's SP Funds Dow Jones Global Sukuk ETF position peaked at $553K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.