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 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

Other funds holding UMMA

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

FFA

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

Larson Financial Group's UMMA Position: Q1 2026 in Review

Larson Financial Group increased its Wahed Dow Jones Islamic World ETF (UMMA) stake by 4.6% in Q1 2026, buying an estimated $1.22K and bringing the position to 858 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Larson Financial Group first reported a position in UMMA in Q3 2023 and has held it in 10 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

Larson Financial Group held 858 shares of Wahed Dow Jones Islamic World ETF worth $26.3K as of Q1 2026.
Larson Financial Group bought 38 Wahed Dow Jones Islamic World ETF shares in Q1 2026, an estimated $1.22K.
Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1692 holding.
Larson Financial Group first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2023 and has held it in 10 quarters since.
37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.