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
Q2 		$333K Sell
18,964
-2,383
-11% -$41.4K ﹤0.01% 3495
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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $77.9M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's CMDB Position: Q2 2026 in Review

Creative Planning reduced its Costamare Bulkers Holdings (CMDB) stake by 11% in Q2 2026, selling an estimated $41.4K and leaving 18,964 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

Creative Planning first reported a position in CMDB in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

  • Creative Planning held 18,964 shares of Costamare Bulkers Holdings worth $333K as of Q2 2026.
  • Creative Planning sold 2,383 Costamare Bulkers Holdings shares in Q2 2026, an estimated $41.4K.
  • Costamare Bulkers Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3495 holding.
  • Creative Planning first reported a position in Costamare Bulkers Holdings in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.