Allied Private Wealth’s Creative Media & Community Trust CMCT Stock Holding History

Allied Private Wealth’s Portfolio CMCT Stock Details CMCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3	Buy	+1	New	+$5	﹤0.01%	903

Other funds holding CMCT

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Allied Private Wealth's CMCT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Creative Media & Community Trust (CMCT) in Q2 2026: 1 share worth $3. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings.

24 funds tracked by Wall St. Rank hold CMCT as of Q2 2026.

Allied Private Wealth held 1 share of Creative Media & Community Trust worth $3 as of Q2 2026.
Creative Media & Community Trust was a new Allied Private Wealth position in Q2 2026.
Creative Media & Community Trust made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #903 holding.
24 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.