Jones Financial Companies’s Creative Media & Community Trust CMCT Stock Holding History

Jones Financial Companies’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	$1.23K	Buy	+219	New	+$49K	﹤0.01%	4296

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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

Jones Financial Companies's CMCT Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Creative Media & Community Trust (CMCT) in Q1 2026: 219 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #4296 among its holdings.

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

Jones Financial Companies held 219 shares of Creative Media & Community Trust worth $1.23K as of Q1 2026.
Creative Media & Community Trust was a new Jones Financial Companies position in Q1 2026.
Creative Media & Community Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4296 holding.
41 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.