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Kaizen Financial Strategies’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Kaizen Financial Strategies’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 		$678K Buy
17,793
+6,019
+51% +$217K 0.22% 70
2026
Q1 		$394K Buy
+11,774
New +$377K 0.17% 106

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
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
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Kaizen Financial Strategies's UMMA Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 51% in Q2 2026, buying an estimated $217K and bringing the position to 17,793 shares worth $678K. The position accounts for 0.22% of the portfolio, ranked #70.

Kaizen Financial Strategies first reported a position in UMMA in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • Kaizen Financial Strategies held 17,793 shares of Wahed Dow Jones Islamic World ETF worth $678K as of Q2 2026.
  • Kaizen Financial Strategies bought 6,019 Wahed Dow Jones Islamic World ETF shares in Q2 2026, an estimated $217K.
  • Wahed Dow Jones Islamic World ETF made up 0.22% of Kaizen Financial Strategies's portfolio in Q2 2026, its #70 holding.
  • Kaizen Financial Strategies first reported a position in Wahed Dow Jones Islamic World ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.