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Brookfield Wealth Sol Ltd Cl A Exchangeab shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Brookfield Wealth Sol Ltd Cl A Exchangeab (BNT) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Brookfield Wealth Sol Ltd Cl A Exchangeab

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Wealth Sol Ltd Cl A Exchangeab held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Wealth Sol Ltd Cl A Exchangeab by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 310 41.40

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Barclays Bank Djubs Cmdt Etn36 (DJP)

View all positions for Cassaday & Co Wealth Management

Top funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab

Partners Value Investments
Brookfield Asset Management
Vanguard Capital Management
Royal Bank of Canada
Bank of Nova Scotia
Vanguard Group
Principal Financial Group
Vanguard Fiduciary Trust
Montrusco Bolton Investment
Alberta Investment Management Corporation
Canada Pension Plan Investment Board
CI Investments
Tandem Capital Management Corp
Vanguard Global Advisers
Legal & General Group

View all funds holding Brookfield Wealth Sol Ltd Cl A Exchangeab