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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
Q1 		$263K Hold
9,585
– – ﹤0.01% 1372
2025
Q4 		$219K Buy
+9,585
New +$218K ﹤0.01% 1347

Other funds holding COAL

KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
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 $21.3B AUM 22.13% 1-Year Est. Return

Waverly Advisors's COAL Position: Q1 2026 in Review

Waverly Advisors held its Range Global Coal Index ETF (COAL) position steady in Q1 2026 at 9,585 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Waverly Advisors 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.

  • Waverly Advisors held 9,585 shares of Range Global Coal Index ETF worth $263K as of Q1 2026.
  • Waverly Advisors left its Range Global Coal Index ETF share count unchanged in Q1 2026.
  • Range Global Coal Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1372 holding.
  • Waverly Advisors 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.