Larson Financial Group
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Larson Financial Group’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Larson Financial Group’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 		$256K Buy
6,952
+5,750
+478% +$213K 0.01% 852
2026
Q2 		$47.4K Buy
1,202
+344
+40% +$12.4K ﹤0.01% 1539
2026
Q1 		$26.3K Buy
858
+38
+5% +$1.22K ﹤0.01% 1692
2025
Q4 		$24.3K Buy
820
+22
+3% +$631 ﹤0.01% 1602
2025
Q3 		$22K Buy
798
+23
+3% +$613 ﹤0.01% 1590
2025
Q2 		$20.6K Buy
775
+63
+9% +$1.56K ﹤0.01% 1476
2025
Q1 		$17K Buy
712
+181
+34% +$4.48K ﹤0.01% 1426
2024
Q4 		$12.6K Buy
531
+425
+401% +$10.5K ﹤0.01% 1402
2024
Q3 		$2.71K Buy
+106
New +$2.64K ﹤0.01% 1801
2024
Q2 		– Sell
-220
Closed -$5.28K – 2497
2024
Q1 		$5.28K Hold
220
– – ﹤0.01% 1194
2023
Q4 		$5.01K Hold
220
– – ﹤0.01% 1183
2023
Q3 		$4.43K Buy
+220
New +$4.69K ﹤0.01% 1208

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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

Larson Financial Group's UMMA Position: Q3 2026 in Review

Larson Financial Group increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 478% in Q3 2026, buying an estimated $213K and bringing the position to 6,952 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #852.

Larson Financial Group first reported a position in UMMA in Q3 2023 and has held it in 12 quarters since. 26 funds tracked by Wall St. Rank hold UMMA as of Q3 2026.

  • Larson Financial Group held 6,952 shares of Wahed Dow Jones Islamic World ETF worth $256K as of Q3 2026.
  • Larson Financial Group bought 5,750 Wahed Dow Jones Islamic World ETF shares in Q3 2026, an estimated $213K.
  • Wahed Dow Jones Islamic World ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #852 holding.
  • Larson Financial Group first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2023 and has held it in 12 quarters since.
  • 26 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.