Integrated Wealth Concepts’s Costamare Bulkers Holdings CMDB Stock Holding History

Integrated Wealth Concepts’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	$3.58K	Buy	+204	New	+$3.54K	﹤0.01%	5129

Other funds holding CMDB

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's CMDB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Costamare Bulkers Holdings (CMDB) in Q2 2026: 204 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #5129 among its holdings.

99 funds tracked by Wall St. Rank hold CMDB as of Q2 2026.

Integrated Wealth Concepts held 204 shares of Costamare Bulkers Holdings worth $3.58K as of Q2 2026.
Costamare Bulkers Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Costamare Bulkers Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5129 holding.
99 funds tracked by Wall St. Rank held Costamare Bulkers Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.