Allworth Financial’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Allworth Financial’s Portfolio UMMA Stock Details UMMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$305K	Buy	9,954 +2,684	+37%	+$86K	﹤0.01%	1176
2025 Q4	$215K	Buy	7,270 +6,091	+517%	+$175K	﹤0.01%	1312
2025 Q3	$32.5K	Buy	1,179 +10	+0.9%	+$267	﹤0.01%	2400
2025 Q2	$31.1K	Hold	1,169	–	–	﹤0.01%	2235
2025 Q1	$28K	Buy	+1,169	New	+$29K	﹤0.01%	1868

Other funds holding UMMA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

FFA

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

Allworth Financial's UMMA Position: Q1 2026 in Review

Allworth Financial increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 37% in Q1 2026, buying an estimated $86K and bringing the position to 9,954 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Allworth Financial first reported a position in UMMA in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

Allworth Financial held 9,954 shares of Wahed Dow Jones Islamic World ETF worth $305K as of Q1 2026.
Allworth Financial bought 2,684 Wahed Dow Jones Islamic World ETF shares in Q1 2026, an estimated $86K.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1176 holding.
Allworth Financial first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2025 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

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