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

Prosperity 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
2025
Q3 		– Sell
-26,841
Closed -$468K – 247
2025
Q2 		$468K Sell
26,841
-5,655
-17% -$96K 0.17% 127
2025
Q1 		$562K Buy
+32,496
New +$617K 0.26% 89

Other funds holding COAL

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Prosperity Wealth Management's COAL Position: Q3 2025 in Review

Prosperity Wealth Management sold out of Range Global Coal Index ETF (COAL) in Q3 2025, closing a stake of 26,841 shares — an estimated $468K sold.

Prosperity Wealth Management first reported a position in COAL in Q1 2025 and held it in 2 quarters. The position peaked at $562K in Q1 2025. 7 funds tracked by Wall St. Rank hold COAL as of Q3 2025.

  • Prosperity Wealth Management reported no remaining Range Global Coal Index ETF position as of Q3 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 26,841 Range Global Coal Index ETF shares in Q3 2025, an estimated $468K.
  • Prosperity Wealth Management first reported a position in Range Global Coal Index ETF in Q1 2025 and held it in 2 quarters.
  • Prosperity Wealth Management's Range Global Coal Index ETF position peaked at $562K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Range Global Coal Index ETF as of Q3 2025.

Based on Prosperity Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.