IFP Advisors
UMMA icon

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

IFP 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
Q3 		$115K Buy
3,124
+267
+9% +$9.9K ﹤0.01% 1865
2026
Q2 		$113K Buy
2,857
+100
+4% +$3.6K ﹤0.01% 1897
2026
Q1 		$84.5K Buy
2,757
+726
+36% +$23.3K ﹤0.01% 1954
2025
Q4 		$60.1K Buy
2,031
+200
+11% +$5.74K ﹤0.01% 2083
2025
Q3 		$50.5K Buy
1,831
+107
+6% +$2.85K ﹤0.01% 2070
2025
Q2 		$45.9K Buy
1,724
+116
+7% +$2.88K ﹤0.01% 2085
2025
Q1 		$38.3K Buy
1,608
+98
+6% +$2.43K ﹤0.01% 2018
2024
Q4 		$35.7K Hold
1,510
– – ﹤0.01% 1996
2024
Q3 		$38.5K Buy
1,510
+108
+8% +$2.69K ﹤0.01% 1850
2024
Q2 		$34.7K Buy
1,402
+215
+18% +$5.2K ﹤0.01% 1829
2024
Q1 		$28.5K Buy
1,187
+51
+4% +$1.18K ﹤0.01% 1816
2023
Q4 		$25.9K Buy
1,136
+47
+4% +$988 ﹤0.01% 1810
2023
Q3 		$21.9K Buy
+1,089
New +$23.2K ﹤0.01% 1898

Other funds holding UMMA

RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SageOak Financial
SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

IFP Advisors's UMMA Position: Q3 2026 in Review

IFP Advisors increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 9.3% in Q3 2026, buying an estimated $9.9K and bringing the position to 3,124 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

IFP Advisors first reported a position in UMMA in Q3 2023 and has held it in 13 quarters since. 29 funds tracked by Wall St. Rank hold UMMA as of Q3 2026.

  • IFP Advisors held 3,124 shares of Wahed Dow Jones Islamic World ETF worth $115K as of Q3 2026.
  • IFP Advisors bought 267 Wahed Dow Jones Islamic World ETF shares in Q3 2026, an estimated $9.9K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1865 holding.
  • IFP Advisors first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2023 and has held it in 13 quarters since.
  • 29 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.