IFP Advisors
CMDB icon

IFP Advisors’s Costamare Bulkers Holdings CMDB Stock Holding History

IFP Advisors’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 		$829 Hold
38
– – ﹤0.01% 4543
2026
Q2 		$667 Hold
38
– – ﹤0.01% 4616
2026
Q1 		$588 Hold
38
– – ﹤0.01% 4378
2025
Q4 		$586 Hold
38
– – ﹤0.01% 4244
2025
Q3 		$546 Buy
+38
New +$390 ﹤0.01% 4150
2025
Q2 		– Hold
0
– – – 4745

Other funds holding CMDB

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

IFP Advisors's CMDB Position: Q3 2026 in Review

IFP Advisors held its Costamare Bulkers Holdings (CMDB) position steady in Q3 2026 at 38 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #4543.

IFP Advisors first reported a position in CMDB in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold CMDB as of Q3 2026.

  • IFP Advisors held 38 shares of Costamare Bulkers Holdings worth $829 as of Q3 2026.
  • IFP Advisors left its Costamare Bulkers Holdings share count unchanged in Q3 2026.
  • Costamare Bulkers Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4543 holding.
  • IFP Advisors first reported a position in Costamare Bulkers Holdings in Q3 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.