True Wealth Design’s Costamare CMRE Stock Holding History

True Wealth Design’s Portfolio CMRE Stock Details CMRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.21K	Hold	82	–	–	﹤0.01%	1880
2026 Q2	$1.15K	Sell	82 -9	-10%	-$148	﹤0.01%	1929
2026 Q1	$1.54K	Hold	91	–	–	﹤0.01%	1644
2025 Q4	$1.44K	Buy	91 +9	+11%	+$124	﹤0.01%	1575
2025 Q3	$977	Buy	82 +74	+925%	+$810	﹤0.01%	1755
2025 Q2	$73	Sell	8 -56	-88%	-$499	﹤0.01%	2313
2025 Q1	$630	Buy	+64	New	+$706	﹤0.01%	1455

Other funds holding CMRE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

True Wealth Design's CMRE Position: Q3 2026 in Review

True Wealth Design held its Costamare (CMRE) position steady in Q3 2026 at 82 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

True Wealth Design first reported a position in CMRE in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.54K in Q1 2026. 5 funds tracked by Wall St. Rank hold CMRE as of Q3 2026.

True Wealth Design held 82 shares of Costamare worth $1.21K as of Q3 2026.
True Wealth Design left its Costamare share count unchanged in Q3 2026.
Costamare made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1880 holding.
True Wealth Design first reported a position in Costamare in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Costamare position peaked at $1.54K in Q1 2026.
5 funds tracked by Wall St. Rank held Costamare as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.