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

Wealthcare Advisory Partners’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	$266K	Buy	+6,742	New	+$243K	0.01%	924

Other funds holding UMMA

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthcare Advisory Partners's UMMA Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in Wahed Dow Jones Islamic World ETF (UMMA) in Q2 2026: 6,742 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #924 among its holdings.

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

Wealthcare Advisory Partners held 6,742 shares of Wahed Dow Jones Islamic World ETF worth $266K as of Q2 2026.
Wahed Dow Jones Islamic World ETF was a new Wealthcare Advisory Partners position in Q2 2026.
Wahed Dow Jones Islamic World ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #924 holding.
10 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.