Simplex Trading
CCSO icon

Simplex Trading’s Carbon Collective Climate Solutions US Equity ETF CCSO Stock Holding History

Simplex Trading’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 		$1.73M Buy
134,100
+52,200
+64% +$1.38M ﹤0.01% 1948
2025
Q4 		$1.2M Sell
81,900
-510,700
-86% -$12.8M ﹤0.01% 2451
2025
Q3 		$8.08M Buy
592,600
+252,200
+74% +$6.01M ﹤0.01% 1109
2025
Q2 		$6.11M Buy
340,400
+77,400
+29% +$1.59M ﹤0.01% 1199
2025
Q1 		$4.61M Buy
263,000
+112,500
+75% +$2.28M ﹤0.01% 1365
2024
Q4 		$3.22M Sell
150,500
-60,500
-29% -$1.27M ﹤0.01% 1796
2024
Q3 		$4.21M Buy
211,000
+108,000
+105% +$2.07M ﹤0.01% 1627
2024
Q2 		$2.48M Buy
103,000
+42,700
+71% +$811K ﹤0.01% 2006
2024
Q1 		$1.46M Buy
60,300
+11,800
+24% +$218K ﹤0.01% 2723
2023
Q4 		$682K Buy
48,500
+28,700
+145% +$513K ﹤0.01% 3389
2023
Q3 		$320K Buy
19,800
+19,300
+3,860% +$382K ﹤0.01% 3867
2023
Q2 		$8K Buy
+500
New +$9.09K ﹤0.01% 7565

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 $7.99B AUM 20.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return