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 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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

LWM

Lifetime Wealth Management Rockwall, Texas $176M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cassaday & Co Wealth Management's COAL Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Range Global Coal Index ETF (COAL) position steady in Q1 2026 at 12,000 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #276.

Cassaday & Co Wealth Management first reported a position in COAL in Q1 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold COAL as of Q1 2026.

Cassaday & Co Wealth Management held 12,000 shares of Range Global Coal Index ETF worth $329K as of Q1 2026.
Cassaday & Co Wealth Management left its Range Global Coal Index ETF share count unchanged in Q1 2026.
Range Global Coal Index ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #276 holding.
Cassaday & Co Wealth Management first reported a position in Range Global Coal Index ETF in Q1 2025 and has held it in 5 quarters since.
25 funds tracked by Wall St. Rank held Range Global Coal Index ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.