Crewe Advisors’s Carbon Collective Climate Solutions US Equity ETF CCSO Stock Holding History

Crewe Advisors’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	$1.52K	Hold	59	–	–	﹤0.01%	931
2025 Q4	$1.45K	Hold	59	–	–	﹤0.01%	936
2025 Q3	$1.47K	Hold	59	–	–	﹤0.01%	880
2025 Q2	$1.33K	Hold	59	–	–	﹤0.01%	600
2025 Q1	$1.12K	Hold	59	–	–	﹤0.01%	582
2024 Q4	$1.19K	Buy	59 +1	+2%	+$21	﹤0.01%	523
2024 Q3	$1.21K	Hold	58	–	–	﹤0.01%	636
2024 Q2	$1.08K	Hold	58	–	–	﹤0.01%	890
2024 Q1	$1.13K	Hold	58	–	–	﹤0.01%	879
2023 Q4	$1.14K	Hold	58	–	–	﹤0.01%	316
2023 Q3	$1.07K	Hold	58	–	–	﹤0.01%	356
2023 Q2	$1.15K	Buy	+58	New	+$1.05K	﹤0.01%	566

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Crewe Advisors's CCSO Position: Q1 2026 in Review

Crewe Advisors held its Carbon Collective Climate Solutions US Equity ETF (CCSO) position steady in Q1 2026 at 59 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Crewe Advisors first reported a position in CCSO in Q2 2023 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold CCSO as of Q1 2026.

Crewe Advisors held 59 shares of Carbon Collective Climate Solutions US Equity ETF worth $1.52K as of Q1 2026.
Crewe Advisors left its Carbon Collective Climate Solutions US Equity ETF share count unchanged in Q1 2026.
Carbon Collective Climate Solutions US Equity ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #931 holding.
Crewe Advisors first reported a position in Carbon Collective Climate Solutions US Equity ETF in Q2 2023 and has held it in 12 quarters since.
7 funds tracked by Wall St. Rank held Carbon Collective Climate Solutions US Equity ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.