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Bartlett & Co Wealth Management’s Carbon Collective Climate Solutions US Equity ETF CCSO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CCSO Stock Details CCSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.8K Hold
815
– – ﹤0.01% 868
2026
Q1 		$23.2K Sell
815
-54
-6% -$1.43K ﹤0.01% 801
2025
Q4 		$21.4K Hold
869
– – ﹤0.01% 812
2025
Q3 		$21.7K Hold
869
– – ﹤0.01% 814
2025
Q2 		$19.6K Hold
869
– – ﹤0.01% 818
2025
Q1 		$16.6K Hold
869
– – ﹤0.01% 843
2024
Q4 		$17.6K Hold
869
– – ﹤0.01% 826
2024
Q3 		$18K Hold
869
– – ﹤0.01% 831
2024
Q2 		$16.1K Hold
869
– – ﹤0.01% 847
2024
Q1 		$16.8K Hold
869
– – ﹤0.01% 844
2023
Q4 		$17.3K Sell
869
-284
-25% -$5.08K ﹤0.01% 907
2023
Q3 		$21.2K Hold
1,153
– – ﹤0.01% 815
2023
Q2 		$22.8K Buy
+1,153
New +$21K ﹤0.01% 799

Other funds holding CCSO

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Bartlett & Co Wealth Management's CCSO Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Carbon Collective Climate Solutions US Equity ETF (CCSO) position steady in Q2 2026 at 815 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Bartlett & Co Wealth Management first reported a position in CCSO in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.2K in Q1 2026. 4 funds tracked by Wall St. Rank hold CCSO as of Q2 2026.

  • Bartlett & Co Wealth Management held 815 shares of Carbon Collective Climate Solutions US Equity ETF worth $22.8K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Carbon Collective Climate Solutions US Equity ETF share count unchanged in Q2 2026.
  • Carbon Collective Climate Solutions US Equity ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #868 holding.
  • Bartlett & Co Wealth Management first reported a position in Carbon Collective Climate Solutions US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • Bartlett & Co Wealth Management's Carbon Collective Climate Solutions US Equity ETF position peaked at $23.2K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Carbon Collective Climate Solutions US Equity ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.