Sincerus Advisory’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Sincerus Advisory’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 Q3	$222K	Buy	+6,039	New	+$223K	0.15%	81

Other funds holding UMMA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sincerus Advisory's UMMA Position: Q3 2026 in Review

Sincerus Advisory opened a new position in Wahed Dow Jones Islamic World ETF (UMMA) in Q3 2026: 6,039 shares worth $222K. The stake represents 0.15% of the portfolio and ranks #81 among its holdings.

14 funds tracked by Wall St. Rank hold UMMA as of Q3 2026.

Sincerus Advisory held 6,039 shares of Wahed Dow Jones Islamic World ETF worth $222K as of Q3 2026.
Wahed Dow Jones Islamic World ETF was a new Sincerus Advisory position in Q3 2026.
Wahed Dow Jones Islamic World ETF made up 0.15% of Sincerus Advisory's portfolio in Q3 2026, its #81 holding.
14 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.