Apollon Wealth Management’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Apollon Wealth Management’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	$551K	Buy	7,713 +122	+2%	+$8.34K	0.01%	968
2026 Q1	$450K	Sell	7,591 -169	-2%	-$10.5K	0.01%	907
2025 Q4	$481K	Buy	7,760 +52	+0.7%	+$3.18K	0.01%	851
2025 Q3	$457K	Sell	7,708 -210	-3%	-$11.8K	0.01%	862
2025 Q2	$424K	Buy	7,918 +253	+3%	+$12.6K	0.01%	862
2025 Q1	$374K	Sell	7,665 -144	-2%	-$7.51K	0.01%	865
2024 Q4	$412K	Buy	7,809 +413	+6%	+$21.8K	0.01%	822
2024 Q3	$387K	Buy	7,396 +222	+3%	+$11.3K	0.01%	817
2024 Q2	$363K	Sell	7,174 -1,624	-18%	-$78.9K	0.01%	792
2024 Q1	$425K	Sell	8,798 -3,624	-29%	-$170K	0.01%	750
2023 Q4	$565K	Buy	12,422 +91	+0.7%	+$3.92K	0.02%	615
2023 Q3	$511K	Sell	12,331 -4,610	-27%	-$197K	0.03%	548
2023 Q2	$725K	Buy	16,941 +4,123	+32%	+$166K	0.04%	493
2023 Q1	$500K	Buy	12,818 +4,482	+54%	+$166K	0.03%	534
2022 Q4	$294K	Buy	+8,336	New	+$297K	0.02%	669

Other funds holding HLAL

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Apollon Wealth Management's HLAL Position: Q2 2026 in Review

Apollon Wealth Management increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 1.6% in Q2 2026, buying an estimated $8.34K and bringing the position to 7,713 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #968.

Apollon Wealth Management first reported a position in HLAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $725K in Q2 2023. 19 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

Apollon Wealth Management held 7,713 shares of Wahed FTSE USA Shariah ETF worth $551K as of Q2 2026.
Apollon Wealth Management bought 122 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $8.34K.
Wahed FTSE USA Shariah ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #968 holding.
Apollon Wealth Management first reported a position in Wahed FTSE USA Shariah ETF in Q4 2022 and has held it in 15 quarters since.
Apollon Wealth Management's Wahed FTSE USA Shariah ETF position peaked at $725K in Q2 2023.
19 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.