LPL Financial
HLAL icon

LPL Financial’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

LPL Financial’s Portfolio HLAL Stock Details HLAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,383
Closed -$284K – 5432
2024
Q4 		$284K Buy
5,383
+62
+1% +$3.27K ﹤0.01% 4573
2024
Q3 		$278K Buy
5,321
+235
+5% +$11.9K ﹤0.01% 4497
2024
Q2 		$258K Buy
+5,086
New +$247K ﹤0.01% 4380

Other funds holding HLAL

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial's HLAL Position: Q1 2025 in Review

LPL Financial sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q1 2025, closing a stake of 5,383 shares — an estimated $284K sold.

LPL Financial first reported a position in HLAL in Q2 2024 and held it in 3 quarters. The position peaked at $284K in Q4 2024. 42 funds tracked by Wall St. Rank hold HLAL as of Q1 2025.

  • LPL Financial reported no remaining Wahed FTSE USA Shariah ETF position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 5,383 Wahed FTSE USA Shariah ETF shares in Q1 2025, an estimated $284K.
  • LPL Financial first reported a position in Wahed FTSE USA Shariah ETF in Q2 2024 and held it in 3 quarters.
  • LPL Financial's Wahed FTSE USA Shariah ETF position peaked at $284K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.