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
2026 Q2	$332K	Buy	+4,649	New	+$318K	﹤0.01%	5369
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

FFA

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial's HLAL Position: Q2 2026 in Review

LPL Financial opened a new position in Wahed FTSE USA Shariah ETF (HLAL) in Q2 2026: 4,649 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #5369 among its holdings. This is a return to the name: LPL Financial previously reported a position in HLAL as recently as Q4 2024.

LPL Financial first reported a position in HLAL in Q2 2024 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

LPL Financial held 4,649 shares of Wahed FTSE USA Shariah ETF worth $332K as of Q2 2026.
Wahed FTSE USA Shariah ETF was a new LPL Financial position in Q2 2026.
Wahed FTSE USA Shariah ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5369 holding.
LPL Financial first reported a position in Wahed FTSE USA Shariah ETF in Q2 2024 and has held it in 4 quarters since.
61 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.