Rothwell Investment Advisors, LLC’s Costamare Bulkers Holdings CMDB Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CMDB Stock Details CMDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$916	Buy	+42	New	+$855	﹤0.01%	1074

Other funds holding CMDB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CMDB Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Costamare Bulkers Holdings (CMDB) in Q3 2026: 42 shares worth $916. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings.

39 funds tracked by Wall St. Rank hold CMDB as of Q3 2026.

Rothwell Investment Advisors, LLC held 42 shares of Costamare Bulkers Holdings worth $916 as of Q3 2026.
Costamare Bulkers Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Costamare Bulkers Holdings made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1074 holding.
39 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.