Creative Planning
CMDB

Creative Planning’s Costamare Bulkers Holdings CMDB Stock Holding History

Creative Planning’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
Q1 		$330K Buy
21,347
+3,366
+19% +$56.6K ﹤0.01% 3348
2025
Q4 		$277K Buy
+17,981
New +$260K ﹤0.01% 3301

Other funds holding CMDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Creative Planning's CMDB Position: Q1 2026 in Review

Creative Planning increased its Costamare Bulkers Holdings (CMDB) stake by 19% in Q1 2026, buying an estimated $56.6K and bringing the position to 21,347 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

Creative Planning first reported a position in CMDB in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold CMDB as of Q1 2026.

  • Creative Planning held 21,347 shares of Costamare Bulkers Holdings worth $330K as of Q1 2026.
  • Creative Planning bought 3,366 Costamare Bulkers Holdings shares in Q1 2026, an estimated $56.6K.
  • Costamare Bulkers Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3348 holding.
  • Creative Planning first reported a position in Costamare Bulkers Holdings in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.