CCWM
XIFR

Cassaday & Co Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Cassaday & Co Wealth Management’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$591 Hold
50
– – ﹤0.01% 1121
2026
Q1 		$531 Buy
+50
New +$515 ﹤0.01% 1185

Other funds holding XIFR

ACA
Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $431M AUM 68.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

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

Cassaday & Co Wealth Management held its XPLR Infrastructure LP (XIFR) position steady in Q2 2026 at 50 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Cassaday & Co Wealth Management first reported a position in XIFR in Q1 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold XIFR as of Q2 2026.

  • Cassaday & Co Wealth Management held 50 shares of XPLR Infrastructure LP worth $591 as of Q2 2026.
  • Cassaday & Co Wealth Management left its XPLR Infrastructure LP share count unchanged in Q2 2026.
  • XPLR Infrastructure LP made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1121 holding.
  • Cassaday & Co Wealth Management first reported a position in XPLR Infrastructure LP in Q1 2026 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2026.

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