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Valeo Financial Advisors’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Valeo Financial Advisors’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 		$1.17M Sell
16,399
-879
-5% -$60.1K 0.02% 278
2026
Q1 		$1.02M Buy
17,278
+5,689
+49% +$353K 0.02% 266
2025
Q4 		$719K Buy
11,589
+83
+0.7% +$5.08K 0.02% 382
2025
Q3 		$683K Buy
11,506
+92
+0.8% +$5.17K 0.02% 393
2025
Q2 		$611K Sell
11,414
-649
-5% -$32.3K 0.02% 406
2025
Q1 		$589K Buy
12,063
+1,424
+13% +$74.2K 0.02% 370
2024
Q4 		$561K Buy
10,639
+288
+3% +$15.2K 0.02% 386
2024
Q3 		$542K Buy
10,351
+2,106
+26% +$107K 0.02% 393
2024
Q2 		$417K Buy
8,245
+1,079
+15% +$52.4K 0.01% 437
2024
Q1 		$337K Buy
+7,166
New +$336K 0.01% 464

Other funds holding HLAL

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
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
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
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Valeo Financial Advisors's HLAL Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Wahed FTSE USA Shariah ETF (HLAL) stake by 5.1% in Q2 2026, selling an estimated $60.1K and leaving 16,399 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #278.

Valeo Financial Advisors first reported a position in HLAL in Q1 2024 and has held it in 10 quarters since. 19 funds tracked by Wall St. Rank hold HLAL as of Q2 2026.

  • Valeo Financial Advisors held 16,399 shares of Wahed FTSE USA Shariah ETF worth $1.17M as of Q2 2026.
  • Valeo Financial Advisors sold 879 Wahed FTSE USA Shariah ETF shares in Q2 2026, an estimated $60.1K.
  • Wahed FTSE USA Shariah ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #278 holding.
  • Valeo Financial Advisors first reported a position in Wahed FTSE USA Shariah ETF in Q1 2024 and has held it in 10 quarters since.
  • 19 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.