Raymond James Financial
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Raymond James Financial’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-186
Closed -$4.96K – 6676
2025
Q2 		$4.96K Buy
+186
New +$4.61K ﹤0.01% 6176

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Raymond James Financial's UMMA Position: Q3 2025 in Review

Raymond James Financial sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q3 2025, closing a stake of 186 shares — an estimated $4.96K sold.

Raymond James Financial first reported a position in UMMA in Q2 2025 and held it in 1 quarter. The position peaked at $4.96K in Q2 2025. 30 funds tracked by Wall St. Rank hold UMMA as of Q3 2025.

  • Raymond James Financial reported no remaining Wahed Dow Jones Islamic World ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 186 Wahed Dow Jones Islamic World ETF shares in Q3 2025, an estimated $4.96K.
  • Raymond James Financial first reported a position in Wahed Dow Jones Islamic World ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Wahed Dow Jones Islamic World ETF position peaked at $4.96K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.