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Pacific Center for Financial Services’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Pacific Center for Financial Services’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 		$28.2K Hold
919
– – 0.01% 235
2025
Q4 		$25.3K Hold
919
– – 0.01% 253
2025
Q3 		$25.3K Buy
+919
New +$24.5K 0.01% 253

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
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
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
SF
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

Pacific Center for Financial Services's UMMA Position: Q1 2026 in Review

Pacific Center for Financial Services held its Wahed Dow Jones Islamic World ETF (UMMA) position steady in Q1 2026 at 919 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #235.

Pacific Center for Financial Services first reported a position in UMMA in Q3 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

  • Pacific Center for Financial Services held 919 shares of Wahed Dow Jones Islamic World ETF worth $28.2K as of Q1 2026.
  • Pacific Center for Financial Services left its Wahed Dow Jones Islamic World ETF share count unchanged in Q1 2026.
  • Wahed Dow Jones Islamic World ETF made up 0.01% of Pacific Center for Financial Services's portfolio in Q1 2026, its #235 holding.
  • Pacific Center for Financial Services first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.