Arkadios Wealth Advisors’s Creative Media & Community Trust CMCT Stock Holding History

Arkadios Wealth Advisors’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 Q1	$54.4K	Buy	8,859 +8,742	+7,472%	+$1.95M	﹤0.01%	1649
2025 Q4	$43.4K	Buy	+117	New	+$64.9K	﹤0.01%	1528
2025 Q2	–	Sell	-38	Closed	-$23.6K	–	1327
2025 Q1	$23.6K	Sell	38 -1	-3%	-$1.81K	﹤0.01%	1110
2024 Q4	$220K	Sell	39 -6	-13%	-$53.9K	0.01%	826
2024 Q3	$548K	Buy	+45	New	+$2.27M	0.03%	509
2024 Q2	–	Hold	0	–	-$44.7K	–	870
2024 Q1	–	Hold	0	–	–	–	688
2023 Q4	–	Hold	0	–	–	–	692
2021 Q4	–	Hold	0	–	-$38K	–	781
2021 Q3	–	Sell	-1	Closed	-$191K	–	974
2021 Q2	$127K	Hold	1	–	–	0.02%	657
2021 Q1	$202K	Hold	1	–	–	0.03%	413
2020 Q4	$239K	Hold	1	–	–	0.05%	295
2020 Q3	$117K	Hold	1	–	–	0.06%	258
2020 Q2	$148K	Buy	+1	New	+$246K	0.08%	201
2020 Q1	–	Hold	0	–	–	–	210
2019 Q4	–	Hold	0	–	–	–	188

Other funds holding CMCT

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $273M AUM 24.87% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arkadios Wealth Advisors's CMCT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Creative Media & Community Trust (CMCT) stake by 7,472% in Q1 2026, buying an estimated $1.95M and bringing the position to 8,859 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Arkadios Wealth Advisors first reported a position in CMCT in Q2 2020 and has held it in 10 quarters since. The position peaked at $548K in Q3 2024. 41 funds tracked by Wall St. Rank hold CMCT as of Q1 2026.

Arkadios Wealth Advisors held 8,859 shares of Creative Media & Community Trust worth $54.4K as of Q1 2026.
Arkadios Wealth Advisors bought 8,742 Creative Media & Community Trust shares in Q1 2026, an estimated $1.95M.
Creative Media & Community Trust made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1649 holding.
Arkadios Wealth Advisors first reported a position in Creative Media & Community Trust in Q2 2020 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Creative Media & Community Trust position peaked at $548K in Q3 2024.
41 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.