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Exchange Traded Concepts Tr shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Exchange Traded Concepts Tr (COAL) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Exchange Traded Concepts Tr

Tip: Access up to 7 years of quarterly data

All positions including Exchange Traded Concepts Tr 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 Exchange Traded Concepts Tr by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 12k 22.31
2025-06-30 $209k 12k 17.44
2025-03-31 $208k 12k 17.29

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (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)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding Exchange Traded Concepts Tr

Citadel Advisors
Cassaday & Co Wealth Management
Gts Securities
Simplex Trading
Geneos Wealth Management
Strategic Wealth Partners
Group One Trading

View all funds holding Exchange Traded Concepts Tr