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Steward Partners Investment Advisory’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Steward Partners Investment 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
Q1 		$30.8K Buy
+1,004
New +$32.2K ﹤0.01% 3029

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

Steward Partners Investment Advisory's UMMA Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Wahed Dow Jones Islamic World ETF (UMMA) in Q1 2026: 1,004 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #3029 among its holdings.

37 funds tracked by Wall St. Rank hold UMMA as of Q1 2026.

  • Steward Partners Investment Advisory held 1,004 shares of Wahed Dow Jones Islamic World ETF worth $30.8K as of Q1 2026.
  • Wahed Dow Jones Islamic World ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • Wahed Dow Jones Islamic World ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3029 holding.
  • 37 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.