SSG
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Summit Securities Group’s Carbon Collective Climate Solutions US Equity ETF CCSO Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-8,000
Closed -$73K – 1068
2025
Q2 		$73K Buy
+8,000
New +$165K 0.01% 423

Other funds holding CCSO

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return