Carson Wealth (CWM LLC)
CMCT

Carson Wealth (CWM LLC)’s Creative Media & Community Trust CMCT Stock Holding History

Carson Wealth (CWM LLC)’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 		$33.5K Buy
+5,458
New +$1.22M ﹤0.01% 4086

Other funds holding CMCT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $808M AUM 51.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CMCT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Creative Media & Community Trust (CMCT) in Q1 2026: 5,458 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #4086 among its holdings.

41 funds tracked by Wall St. Rank hold CMCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,458 shares of Creative Media & Community Trust worth $33.5K as of Q1 2026.
  • Creative Media & Community Trust was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Creative Media & Community Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4086 holding.
  • 41 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.