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Flatrock Wealth Partners’s KraneShares California Carbon Allowance Strategy ETF KCCA Stock Holding History

Flatrock Wealth Partners’s Portfolio KCCA Stock Details KCCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Sell
15,694
-361
-2% -$5.65K 0.1% 128
2026
Q1 		$238K Hold
16,055
– – 0.11% 129
2025
Q4 		$270K Buy
+16,055
New +$274K 0.13% 120

Other funds holding KCCA

STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return
BGA
Battery Global Advisors Boston, Massachusetts $200M AUM 17.95% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
BF
Brucke Financial Indianapolis, Indiana $225M AUM 26.25% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Flatrock Wealth Partners's KCCA Position: Q2 2026 in Review

Flatrock Wealth Partners reduced its KraneShares California Carbon Allowance Strategy ETF (KCCA) stake by 2.2% in Q2 2026, selling an estimated $5.65K and leaving 15,694 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #128.

Flatrock Wealth Partners first reported a position in KCCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 24 funds tracked by Wall St. Rank hold KCCA as of Q2 2026.

  • Flatrock Wealth Partners held 15,694 shares of KraneShares California Carbon Allowance Strategy ETF worth $267K as of Q2 2026.
  • Flatrock Wealth Partners sold 361 KraneShares California Carbon Allowance Strategy ETF shares in Q2 2026, an estimated $5.65K.
  • KraneShares California Carbon Allowance Strategy ETF made up 0.1% of Flatrock Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Flatrock Wealth Partners first reported a position in KraneShares California Carbon Allowance Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's KraneShares California Carbon Allowance Strategy ETF position peaked at $270K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held KraneShares California Carbon Allowance Strategy ETF as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.