Arete Wealth Advisors, LLC

Position in CARR — CARRIER GLOBAL Corp

CIK 1600151 CHICAGO, IL

Position in CARR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,052,386

+$686,184 QoQ

Shares Held

41,614

-1.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#422

of 1,618 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $3,052,386 across 1 Building Products & Equipment name. CARR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CARR	CARRIER GLOBAL Corp This page	41,614	$3,052,386

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,052,386	41,614	-1.0%	Shares	Sole	2026-08-13
2026-03-31	$2,366,202	42,021	+2.1%	Shares	Sole	2026-05-20
2025-12-31	$2,174,471	41,152	-1.0%	Shares	Sole	2026-02-13
2025-09-30	$2,482,326	41,580	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$3,037,385	41,500	+446.4%	Shares	Sole	2025-08-14
2023-03-31	$347,471	7,595	-0.1%	Shares	Sole	2023-05-22
2022-12-31	$313,665	7,604	-1.9%	Shares	Sole	2023-02-06
2022-09-30	$275,554	7,749	+11.1%	Shares	Sole	2022-11-07
2022-06-30	$248,657	6,973	-1.9%	Shares	Sole	2022-08-15
2022-03-31	$326,181	7,111	-4.7%	Shares	Sole	2022-05-06
2021-12-31	$404,738	7,462	+1.9%	Shares	Sole	2022-02-07
2021-09-30	$379,142	7,325	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$356,918	7,344	+0.9%	Shares	Sole	2021-08-09
2021-03-31	$307,446	7,282	+3.5%	Shares	Sole	2021-05-10
2020-12-31	$265,511	7,039	-18.5%	Shares	Sole	2021-02-08
2020-09-30	$263,835	8,639	-15.7%	Shares	Sole	2020-11-09
2020-06-30	$227,821	10,253	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.