Cerity Partners
CMCT

Cerity Partners’s Creative Media & Community Trust CMCT Stock Holding History

Cerity Partners’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 		– Sell
-116
Closed -$43.1K – 3276
2025
Q4 		$43.1K Buy
+116
New +$64.4K ﹤0.01% 2815
2025
Q3 		– Sell
-112
Closed -$89.8K – 2772
2025
Q2 		$89.8K Buy
+112
New +$79.4K ﹤0.01% 2491
2025
Q1 		– Sell
-145
Closed -$818K – 2503
2024
Q4 		$818K Buy
145
+31
+27% +$279K ﹤0.01% 1510
2024
Q3 		$1.4M Buy
+114
New +$5.75M ﹤0.01% 1261

Other funds holding CMCT

Cambridge Investment Research Advisors
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
SF
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
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners's CMCT Position: Q1 2026 in Review

Cerity Partners sold out of Creative Media & Community Trust (CMCT) in Q1 2026, closing a stake of 116 shares — an estimated $43.1K sold.

Cerity Partners first reported a position in CMCT in Q3 2024 and held it in 4 quarters. The position peaked at $1.4M in Q3 2024. 41 funds tracked by Wall St. Rank hold CMCT as of Q1 2026.

  • Cerity Partners reported no remaining Creative Media & Community Trust position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 116 Creative Media & Community Trust shares in Q1 2026, an estimated $43.1K.
  • Cerity Partners first reported a position in Creative Media & Community Trust in Q3 2024 and held it in 4 quarters.
  • Cerity Partners's Creative Media & Community Trust position peaked at $1.4M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.