Wealth Enhancement Advisory Services
CMRE icon

Wealth Enhancement Advisory Services’s Costamare CMRE Stock Holding History

Wealth Enhancement Advisory Services’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 		$250K Sell
16,355
-599
-4% -$9.01K ﹤0.01% 3532
2026
Q2 		$253K Buy
16,954
+1,590
+10% +$26.1K ﹤0.01% 3365
2026
Q1 		$265K Sell
15,364
-439
-3% -$7.29K ﹤0.01% 2892
2025
Q4 		$250K Buy
15,803
+3,231
+26% +$44.6K ﹤0.01% 3085
2025
Q3 		$145K Buy
+12,572
New +$138K ﹤0.01% 3249

Other funds holding CMRE

GI
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's CMRE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Costamare (CMRE) stake by 3.5% in Q3 2026, selling an estimated $9.01K and leaving 16,355 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #3532.

Wealth Enhancement Advisory Services first reported a position in CMRE in Q3 2025 and has held it in 5 quarters since. The position peaked at $265K in Q1 2026. 5 funds tracked by Wall St. Rank hold CMRE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 16,355 shares of Costamare worth $250K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 599 Costamare shares in Q3 2026, an estimated $9.01K.
  • Costamare made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3532 holding.
  • Wealth Enhancement Advisory Services first reported a position in Costamare in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Costamare position peaked at $265K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Costamare as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.