LWM
COAL icon

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
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

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Lifetime Wealth Management's COAL Position: Q1 2026 in Review

Lifetime Wealth Management increased its Range Global Coal Index ETF (COAL) stake by 4.1% in Q1 2026, buying an estimated $68.5K and bringing the position to 67,018 shares worth $1.84M. The position accounts for 1.05% of the portfolio, ranked #28.

Lifetime Wealth Management first reported a position in COAL in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold COAL as of Q1 2026.

  • Lifetime Wealth Management held 67,018 shares of Range Global Coal Index ETF worth $1.84M as of Q1 2026.
  • Lifetime Wealth Management bought 2,629 Range Global Coal Index ETF shares in Q1 2026, an estimated $68.5K.
  • Range Global Coal Index ETF made up 1.05% of Lifetime Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Lifetime Wealth Management first reported a position in Range Global Coal Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Range Global Coal Index ETF as of Q1 2026.

Based on Lifetime Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.