SWM
CMCT

SHP Wealth Management’s Creative Media & Community Trust CMCT Stock Holding History

SHP Wealth Management’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 		$221 Hold
68
– – ﹤0.01% 1873
2026
Q1 		$420 Buy
+68
New +$15.2K ﹤0.01% 1657

Other funds holding CMCT

Cambridge Investment Research Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SF
Seros Financial Tempe, Arizona $192M AUM 26.19% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Geode Capital Management
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SHP Wealth Management's CMCT Position: Q2 2026 in Review

SHP Wealth Management held its Creative Media & Community Trust (CMCT) position steady in Q2 2026 at 68 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

SHP Wealth Management first reported a position in CMCT in Q1 2026 and has held it in 2 quarters since. The position peaked at $420 in Q1 2026. 24 funds tracked by Wall St. Rank hold CMCT as of Q2 2026.

  • SHP Wealth Management held 68 shares of Creative Media & Community Trust worth $221 as of Q2 2026.
  • SHP Wealth Management left its Creative Media & Community Trust share count unchanged in Q2 2026.
  • Creative Media & Community Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1873 holding.
  • SHP Wealth Management first reported a position in Creative Media & Community Trust in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Creative Media & Community Trust position peaked at $420 in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.