Carson Wealth (CWM LLC)
CCSO icon

Carson Wealth (CWM LLC)’s Carbon Collective Climate Solutions US Equity ETF CCSO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$5.13K Buy
+200
New +$5.3K ﹤0.01% 5013

Other funds holding CCSO

CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CCSO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Carbon Collective Climate Solutions US Equity ETF (CCSO) in Q1 2026: 200 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #5013 among its holdings.

7 funds tracked by Wall St. Rank hold CCSO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 200 shares of Carbon Collective Climate Solutions US Equity ETF worth $5.13K as of Q1 2026.
  • Carbon Collective Climate Solutions US Equity ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Carbon Collective Climate Solutions US Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5013 holding.
  • 7 funds tracked by Wall St. Rank held Carbon Collective Climate Solutions US Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.