Caldwell Sutter Capital’s Creative Media & Community Trust CMCT Stock Holding History

Caldwell Sutter Capital’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	$5	Hold	1	–	–	﹤0.01%	881
2025 Q4	$345	Hold	1	–	–	﹤0.01%	843
2025 Q3	$754	Hold	1	–	–	﹤0.01%	815
2025 Q2	$973	Sell	1 -7	-88%	-$4.96K	﹤0.01%	777
2025 Q1	$4.98K	Sell	8 -1	-11%	-$1.81K	﹤0.01%	625
2024 Q4	$47.9K	Sell	9 -7	-44%	-$62.9K	0.02%	363
2024 Q3	$199K	Sell	16 -1	-6%	-$50.4K	0.09%	210
2024 Q2	$1.1M	Hold	17	–	–	0.55%	47
2024 Q1	$1.76M	Hold	17	–	–	0.85%	24
2023 Q4	$1.57M	Hold	17	–	–	0.8%	28
2023 Q3	$1.7M	Hold	17	–	–	0.94%	21
2023 Q2	$2.13M	Hold	17	–	–	1.12%	16
2023 Q1	$1.67M	Buy	17 +1	+6%	+$122K	1.21%	19
2022 Q4	$1.91M	Buy	+16	New	+$2.38M	1.69%	17

Other funds holding CMCT

Cambridge Investment Research Advisors

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

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return

Cetera Investment Advisers

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

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return