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Waverly Advisors’s Range Global Coal Index ETF COAL Stock Holding History

Waverly Advisors’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 		$220K Hold
9,585
– – ﹤0.01% 1581
2026
Q1 		$263K Hold
9,585
– – ﹤0.01% 1372
2025
Q4 		$219K Buy
+9,585
New +$218K ﹤0.01% 1347

Other funds holding COAL

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $171M AUM
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
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

Waverly Advisors's COAL Position: Q2 2026 in Review

Waverly Advisors held its Range Global Coal Index ETF (COAL) position steady in Q2 2026 at 9,585 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Waverly Advisors first reported a position in COAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $263K in Q1 2026. 19 funds tracked by Wall St. Rank hold COAL as of Q2 2026.

  • Waverly Advisors held 9,585 shares of Range Global Coal Index ETF worth $220K as of Q2 2026.
  • Waverly Advisors left its Range Global Coal Index ETF share count unchanged in Q2 2026.
  • Range Global Coal Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1581 holding.
  • Waverly Advisors first reported a position in Range Global Coal Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Range Global Coal Index ETF position peaked at $263K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Range Global Coal Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.