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Valeo Financial Advisors’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Valeo Financial Advisors’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
Q2 		$336K Buy
+8,502
New +$306K 0.01% 585

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Valeo Financial Advisors opened a new position in Wahed Dow Jones Islamic World ETF (UMMA) in Q2 2026: 8,502 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #585 among its holdings.

9 funds tracked by Wall St. Rank hold UMMA as of Q2 2026.

  • Valeo Financial Advisors held 8,502 shares of Wahed Dow Jones Islamic World ETF worth $336K as of Q2 2026.
  • Wahed Dow Jones Islamic World ETF was a new Valeo Financial Advisors position in Q2 2026.
  • Wahed Dow Jones Islamic World ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #585 holding.
  • 9 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

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