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 Q2	–	Sell	-8,859	Closed	-$54.4K	–	1784
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 $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

Arkadios Wealth Advisors's CMCT Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Creative Media & Community Trust (CMCT) in Q2 2026, closing a stake of 8,859 shares — an estimated $54.4K sold.

Arkadios Wealth Advisors first reported a position in CMCT in Q2 2020 and held it in 10 quarters. The position peaked at $548K in Q3 2024. 24 funds tracked by Wall St. Rank hold CMCT as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Creative Media & Community Trust position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 8,859 Creative Media & Community Trust shares in Q2 2026, an estimated $54.4K.
Arkadios Wealth Advisors first reported a position in Creative Media & Community Trust in Q2 2020 and held it in 10 quarters.
Arkadios Wealth Advisors's Creative Media & Community Trust position peaked at $548K in Q3 2024.
24 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.