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Integrated Wealth Concepts’s Carbon Collective Climate Solutions US Equity ETF CCSO Stock Holding History

Integrated Wealth Concepts’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 		$3.93K Buy
+141
New +$3.95K ﹤0.01% 5084

Other funds holding CCSO

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $672B AUM 33.48% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Integrated Wealth Concepts's CCSO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Carbon Collective Climate Solutions US Equity ETF (CCSO) in Q2 2026: 141 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #5084 among its holdings.

8 funds tracked by Wall St. Rank hold CCSO as of Q2 2026.

  • Integrated Wealth Concepts held 141 shares of Carbon Collective Climate Solutions US Equity ETF worth $3.93K as of Q2 2026.
  • Carbon Collective Climate Solutions US Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Carbon Collective Climate Solutions US Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5084 holding.
  • 8 funds tracked by Wall St. Rank held Carbon Collective Climate Solutions US Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.