Vertex Planning Partners’s SP Funds S&P 500 Sharia ETF SPUS Stock Holding History

Vertex Planning Partners’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
2025 Q4	–	Sell	-22,048	Closed	-$1.09M	–	190
2025 Q3	$1.09M	Sell	22,048 -677	-3%	-$31.6K	0.21%	68
2025 Q2	$1.01M	Sell	22,725 -2,644	-10%	-$107K	0.21%	66
2025 Q1	$988K	Hold	25,369	–	–	0.22%	62
2024 Q4	$1.09M	Hold	25,369	–	–	0.24%	58
2024 Q3	$1.06M	Hold	25,369	–	–	0.25%	48
2024 Q2	$1.03M	Hold	25,369	–	–	0.27%	48
2024 Q1	$961K	Hold	25,369	–	–	0.27%	47
2023 Q4	$868K	Hold	25,369	–	–	0.26%	48
2023 Q3	$784K	Hold	25,369	–	–	0.27%	48
2023 Q2	$818K	Hold	25,369	–	–	0.28%	50
2023 Q1	$736K	Buy	25,369 +2,522	+11%	+$68.8K	0.28%	51
2022 Q4	$588K	Buy	+22,847	New	+$593K	0.23%	61

Other funds holding SPUS

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

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

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

Vertex Planning Partners sold out of SP Funds S&P 500 Sharia ETF (SPUS) in Q4 2025, closing a stake of 22,048 shares — an estimated $1.09M sold.

Vertex Planning Partners first reported a position in SPUS in Q4 2022 and held it in 12 quarters. The position peaked at $1.09M in Q3 2025. 69 funds tracked by Wall St. Rank hold SPUS as of Q4 2025.

Vertex Planning Partners reported no remaining SP Funds S&P 500 Sharia ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 22,048 SP Funds S&P 500 Sharia ETF shares in Q4 2025, an estimated $1.09M.
Vertex Planning Partners first reported a position in SP Funds S&P 500 Sharia ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's SP Funds S&P 500 Sharia ETF position peaked at $1.09M in Q3 2025.
69 funds tracked by Wall St. Rank held SP Funds S&P 500 Sharia ETF as of Q4 2025.

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