Courage Miller Partners’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Courage Miller Partners’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	–	Sell	-9,687	Closed	-$297K	–	92
2026 Q1	$297K	Hold	9,687	–	–	0.08%	80
2025 Q4	$287K	Buy	9,687 +219	+2%	+$6.28K	0.09%	74
2025 Q3	$261K	Buy	9,468 +212	+2%	+$5.65K	0.08%	77
2025 Q2	$247K	Buy	9,256 +417	+5%	+$10.3K	0.08%	80
2025 Q1	$211K	Buy	+8,839	New	+$219K	0.07%	80
2024 Q4	–	Sell	-7,898	Closed	-$202K	–	81
2024 Q3	$202K	Buy	+7,898	New	+$196K	0.07%	81

Other funds holding UMMA

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 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

FFA

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

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Courage Miller Partners's UMMA Position: Q2 2026 in Review

Courage Miller Partners sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q2 2026, closing a stake of 9,687 shares — an estimated $297K sold.

Courage Miller Partners first reported a position in UMMA in Q3 2024 and held it in 6 quarters. The position peaked at $297K in Q1 2026. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

Courage Miller Partners reported no remaining Wahed Dow Jones Islamic World ETF position as of Q2 2026 after selling out during the quarter.
Courage Miller Partners sold 9,687 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $297K.
Courage Miller Partners first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2024 and held it in 6 quarters.
Courage Miller Partners's Wahed Dow Jones Islamic World ETF position peaked at $297K in Q1 2026.
15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.