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
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

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Acadian Asset Management
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American Century Companies
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's CMRE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Costamare (CMRE) stake by 10% in Q2 2026, buying an estimated $26.1K and bringing the position to 16,954 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

Wealth Enhancement Advisory Services first reported a position in CMRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $265K in Q1 2026. 195 funds tracked by Wall St. Rank hold CMRE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,954 shares of Costamare worth $253K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,590 Costamare shares in Q2 2026, an estimated $26.1K.
  • Costamare made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3365 holding.
  • Wealth Enhancement Advisory Services first reported a position in Costamare in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Costamare position peaked at $265K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Costamare as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.