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Cassaday & Co Wealth Management LLC

Position in XIFR — XPLR Infrastructure, LP

CIK 1963612 MCLEAN, VA

Position in XIFR

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$590
+$59 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 220 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in XIFR Over Time

Shares Held

Position Value (USD)

Position in Utilities - Renewable

Utilities · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $679 across 2 Utilities - Renewable names. XIFR ranks #1 (86.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 XIFR
XPLR Infrastructure, LP
This page
50 $590

All Filings in XIFR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $590 50
2026-03-31 $531 50