Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q3 		$1.93M Buy
2025
Q2 		$1.69M Buy
2025
Q1 		$1.39M Sell
2024
Q4 		$1.4M Buy
2024
Q3 		$1.01M Buy
2024
Q2 		$801K Sell
2024
Q1 		$841K Buy
2023
Q4 		$793K Buy