RFG Advisory’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

RFG Advisory’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	$2.97M	Buy	41,657 +10,536	+34%	+$720K	0.05%	281
2026 Q1	$1.85M	Buy	+31,121	New	+$1.93M	0.03%	353
2025 Q3	–	Sell	-25,786	Closed	-$1.38M	–	983
2025 Q2	$1.38M	Sell	25,786 -29,494	-53%	-$1.47M	0.03%	373
2025 Q1	$2.7M	Sell	55,280 -85,395	-61%	-$4.45M	0.07%	206
2024 Q4	$7.42M	Buy	140,675 +37,756	+37%	+$1.99M	0.21%	84
2024 Q3	$5.38M	Sell	102,919 -80,340	-44%	-$4.08M	0.16%	109
2024 Q2	$9.28M	Buy	183,259 +86,630	+90%	+$4.21M	0.3%	55
2024 Q1	$4.67M	Buy	+96,629	New	+$4.52M	0.16%	113

Other funds holding HLAL

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

RFG Advisory's HLAL Position: Q2 2026 in Review

RFG Advisory increased its Wahed FTSE USA Shariah ETF (HLAL) stake by 34% in Q2 2026, buying an estimated $720K and bringing the position to 41,657 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #281.

RFG Advisory first reported a position in HLAL in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.28M in Q2 2024. 19 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

RFG Advisory held 41,657 shares of Wahed FTSE USA Shariah ETF worth $2.97M as of Q2 2026.
RFG Advisory bought 10,536 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $720K.
Wahed FTSE USA Shariah ETF made up 0.05% of RFG Advisory's portfolio in Q2 2026, its #281 holding.
RFG Advisory first reported a position in Wahed FTSE USA Shariah ETF in Q1 2024 and has held it in 8 quarters since.
RFG Advisory's Wahed FTSE USA Shariah ETF position peaked at $9.28M in Q2 2024.
19 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.