Cassaday & Co Wealth Management
COSM icon

Cassaday & Co Wealth Management’s Cosmos Holdings COSM Stock Holding History

Cassaday & Co Wealth Management’s Portfolio COSM Stock Details COSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2 Buy
+4
New +$1 ﹤0.01% 1262

Other funds holding COSM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Cassaday & Co Wealth Management's COSM Position: Q3 2026 in Review

Cassaday & Co Wealth Management opened a new position in Cosmos Holdings (COSM) in Q3 2026: 4 shares worth $2. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings.

8 funds tracked by Wall St. Rank hold COSM as of Q3 2026.

  • Cassaday & Co Wealth Management held 4 shares of Cosmos Holdings worth $2 as of Q3 2026.
  • Cosmos Holdings was a new Cassaday & Co Wealth Management position in Q3 2026.
  • Cosmos Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1262 holding.
  • 8 funds tracked by Wall St. Rank held Cosmos Holdings as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.