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Lifetime Wealth Management’s Range Global Coal Index ETF COAL Stock Holding History

Lifetime 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 		$1.64M Buy
71,389
+4,371
+7% +$112K 0.96% 34
2026
Q1 		$1.84M Buy
67,018
+2,629
+4% +$68.5K 1.05% 28
2025
Q4 		$1.47M Buy
+64,389
New +$1.46M 0.92% 31

Other funds holding COAL

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lifetime Wealth Management's COAL Position: Q2 2026 in Review

Lifetime Wealth Management increased its Range Global Coal Index ETF (COAL) stake by 6.5% in Q2 2026, buying an estimated $112K and bringing the position to 71,389 shares worth $1.64M. The position accounts for 0.96% of the portfolio, ranked #34.

Lifetime Wealth Management first reported a position in COAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.84M in Q1 2026. 19 funds tracked by Wall St. Rank hold COAL as of Q2 2026.

  • Lifetime Wealth Management held 71,389 shares of Range Global Coal Index ETF worth $1.64M as of Q2 2026.
  • Lifetime Wealth Management bought 4,371 Range Global Coal Index ETF shares in Q2 2026, an estimated $112K.
  • Range Global Coal Index ETF made up 0.96% of Lifetime Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Lifetime Wealth Management first reported a position in Range Global Coal Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Range Global Coal Index ETF position peaked at $1.84M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Range Global Coal Index ETF as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.