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 Q2	$792K	Buy	11,098 +5,420	+95%	+$370K	﹤0.01%	806
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 $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

FFA

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 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 $32.7B AUM 35.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Allworth Financial's HLAL Position: Q2 2026 in Review

Allworth Financial increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 95% in Q2 2026, buying an estimated $370K and bringing the position to 11,098 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Allworth Financial first reported a position in HLAL in Q1 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Allworth Financial held 11,098 shares of Wahed FTSE USA Shariah ETF worth $792K as of Q2 2026.
Allworth Financial bought 5,420 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $370K.
Wahed FTSE USA Shariah ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #806 holding.
Allworth Financial first reported a position in Wahed FTSE USA Shariah ETF in Q1 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.