Cassaday & Co Wealth Management’s IsoEnergy Ltd ISOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.02K	Buy	+475	New	+$5.2K	﹤0.01%	970

Other funds holding ISOU

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Cassaday & Co Wealth Management opened a new position in IsoEnergy Ltd (ISOU) in Q1 2026: 475 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

40 funds tracked by Wall St. Rank hold ISOU as of Q1 2026.

Cassaday & Co Wealth Management held 475 shares of IsoEnergy Ltd worth $5.02K as of Q1 2026.
IsoEnergy Ltd was a new Cassaday & Co Wealth Management position in Q1 2026.
IsoEnergy Ltd made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #970 holding.
40 funds tracked by Wall St. Rank held IsoEnergy Ltd as of Q1 2026.

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