Capital Performance Advisors’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Capital Performance Advisors’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	$257K	Buy	+6,522	New	+$235K	0.02%	253

Other funds holding UMMA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWM

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

FFA

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

Capital Performance Advisors's UMMA Position: Q2 2026 in Review

Capital Performance Advisors opened a new position in Wahed Dow Jones Islamic World ETF (UMMA) in Q2 2026: 6,522 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings.

50 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

Capital Performance Advisors held 6,522 shares of Wahed Dow Jones Islamic World ETF worth $257K as of Q2 2026.
Wahed Dow Jones Islamic World ETF was a new Capital Performance Advisors position in Q2 2026.
Wahed Dow Jones Islamic World ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #253 holding.
50 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.