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 Q1	$420	Buy	+68	New	+$15.2K	﹤0.01%	1657

Other funds holding CMCT

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

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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 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

SHP Wealth Management's CMCT Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Creative Media & Community Trust (CMCT) in Q1 2026: 68 shares worth $420. The stake represents ﹤0.01% of the portfolio and ranks #1657 among its holdings.

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

SHP Wealth Management held 68 shares of Creative Media & Community Trust worth $420 as of Q1 2026.
Creative Media & Community Trust was a new SHP Wealth Management position in Q1 2026.
Creative Media & Community Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1657 holding.
41 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.