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Apollon Wealth Management’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Apollon Wealth Management’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
Q2 		$1.44M Buy
36,570
+102
+0.3% +$3.67K 0.02% 599
2026
Q1 		$1.12M Buy
36,468
+7,655
+27% +$245K 0.02% 564
2025
Q4 		$853K Buy
28,813
+177
+0.6% +$5.08K 0.01% 641
2025
Q3 		$789K Buy
+28,636
New +$764K 0.01% 662
2025
Q2 		– Sell
-21,948
Closed -$523K – 1327
2025
Q1 		$523K Buy
21,948
+5,270
+32% +$131K 0.01% 730
2024
Q4 		$394K Buy
16,678
+2,202
+15% +$54.3K 0.01% 843
2024
Q3 		$370K Buy
14,476
+598
+4% +$14.9K 0.01% 836
2024
Q2 		$344K Sell
13,878
-1,777
-11% -$43K 0.01% 806
2024
Q1 		$376K Sell
15,655
-4,091
-21% -$94.8K 0.01% 790
2023
Q4 		$450K Sell
19,746
-12,192
-38% -$256K 0.02% 690
2023
Q3 		$643K Buy
31,938
+2,723
+9% +$58.1K 0.03% 483
2023
Q2 		$643K Buy
29,215
+4,213
+17% +$90.9K 0.03% 530
2023
Q1 		$535K Buy
25,002
+8,132
+48% +$169K 0.03% 517
2022
Q4 		$327K Buy
+16,870
New +$312K 0.02% 642

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Apollon Wealth Management increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 0.28% in Q2 2026, buying an estimated $3.67K and bringing the position to 36,570 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #599.

Apollon Wealth Management first reported a position in UMMA in Q4 2022 and has held it in 14 quarters since. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • Apollon Wealth Management held 36,570 shares of Wahed Dow Jones Islamic World ETF worth $1.44M as of Q2 2026.
  • Apollon Wealth Management bought 102 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $3.67K.
  • Wahed Dow Jones Islamic World ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Apollon Wealth Management first reported a position in Wahed Dow Jones Islamic World ETF in Q4 2022 and has held it in 14 quarters since.
  • 15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

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