Allworth Financial’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Allworth Financial’s Portfolio HLAL Stock Details HLAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$337K	Buy	5,678 +2,051	+57%	+$127K	﹤0.01%	1134
2025 Q4	$225K	Buy	+3,627	New	+$222K	﹤0.01%	1289
2025 Q3	–	Sell	-410	Closed	-$21.9K	–	4968
2025 Q2	$21.9K	Sell	410 -301	-42%	-$15K	﹤0.01%	2462
2025 Q1	$33.8K	Buy	+711	New	+$37.1K	﹤0.01%	1755

Other funds holding HLAL

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

FFA

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

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

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Allworth Financial's HLAL Position: Q1 2026 in Review

Allworth Financial increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 57% in Q1 2026, buying an estimated $127K and bringing the position to 5,678 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Allworth Financial first reported a position in HLAL in Q1 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold HLAL as of Q1 2026.

Allworth Financial held 5,678 shares of Wahed FTSE USA Shariah ETF worth $337K as of Q1 2026.
Allworth Financial bought 2,051 Wahed FTSE USA Shariah ETF shares in Q1 2026, an estimated $127K.
Wahed FTSE USA Shariah ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1134 holding.
Allworth Financial first reported a position in Wahed FTSE USA Shariah ETF in Q1 2025 and has held it in 4 quarters since.
55 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.