IA
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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
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

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
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
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

IFP Advisors's UMMA Position: Q2 2026 in Review

IFP Advisors increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 3.6% in Q2 2026, buying an estimated $3.6K and bringing the position to 2,857 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

IFP Advisors first reported a position in UMMA in Q3 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • IFP Advisors held 2,857 shares of Wahed Dow Jones Islamic World ETF worth $113K as of Q2 2026.
  • IFP Advisors bought 100 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $3.6K.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1897 holding.
  • IFP Advisors first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2023 and has held it in 12 quarters since.
  • 15 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.