Cassaday & Co Wealth Management’s Range Global Coal Index ETF COAL Stock Holding History

Cassaday & Co Wealth Management’s Portfolio COAL Stock Details COAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Hold	12,000	–	–	0.01%	308
2026 Q1	$329K	Hold	12,000	–	–	0.01%	276
2025 Q4	$274K	Hold	12,000	–	–	0.01%	301
2025 Q3	$268K	Hold	12,000	–	–	0.01%	297
2025 Q2	$209K	Hold	12,000	–	–	0.01%	317
2025 Q1	$207K	Buy	+12,000	New	+$228K	0.01%	301

Other funds holding COAL

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $171M AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cassaday & Co Wealth Management's COAL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Range Global Coal Index ETF (COAL) position steady in Q2 2026 at 12,000 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #308.

Cassaday & Co Wealth Management first reported a position in COAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $329K in Q1 2026. 19 funds tracked by Wall St. Rank hold COAL as of Q2 2026.

Cassaday & Co Wealth Management held 12,000 shares of Range Global Coal Index ETF worth $276K as of Q2 2026.
Cassaday & Co Wealth Management left its Range Global Coal Index ETF share count unchanged in Q2 2026.
Range Global Coal Index ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #308 holding.
Cassaday & Co Wealth Management first reported a position in Range Global Coal Index ETF in Q1 2025 and has held it in 6 quarters since.
Cassaday & Co Wealth Management's Range Global Coal Index ETF position peaked at $329K in Q1 2026.
19 funds tracked by Wall St. Rank held Range Global Coal Index ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.