Compass Financial Services Inc Purchases in Q3 2025

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46
New
$50.85 - $51.35 $2.34K - $2.36K
46 $2.36M
Nebius Group
19
New
N/A
19 $2.13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
69
New
$30.02 - $30.29 $2.07K - $2.09K
69 $2.08M
KO
Coca Cola CO

Consumer Defensive
237
+ 7.64%
$65.67 - $71.67 $15.6K - $17K
3.34K $221M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
14
New
$131.47 - $143.64 $1.84K - $2.01K
14 $1.98M
EPD
Enterprise Products Partners L.P.

Energy
40
+ 1.69%
$30.74 - $32.14 $1.23K - $1.29K
2.4K $75.2M
ORCL
Oracle Corp

Technology
6
New
$218.96 - $328.33 $1.31K - $1.97K
6 $1.69M
SPMD
Spdr Portfolio

ETFs
2
+ 0.36%
$54.43 - $58.29 $109 - $117
551 $31.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
18
+ 1.61%
$30.67 - $32.13 $552 - $578
1.14K $35.9M
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.19%
$89.72 - $93.74 $89.7 - $93.7
533 $49.9M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
10
New
$138.08 - $151.2 $1.38K - $1.51K
10 $1.51M
AMGN
Amgen Inc

Healthcare
2
+ 0.71%
$271.18 - $309.22 $542 - $618
284 $80.2M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
25
New
$47.99 - $54.16 $1.2K - $1.35K
25 $1.32M
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 0.53%
$103.7 - $111.17 $104 - $111
190 $21.1M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
50
New
$23.57 - $24.16 $1.18K - $1.21K
50 $1.21M
FNDX
Schwab Fundamental U S Large C

ETFs
44
New
$24.38 - $26.34 $1.07K - $1.16K
44 $1.16M
SCHX
Schwab Strategic Tr Us Large C

ETFs
37
New
$24.46 - $26.5 $905 - $981
37 $977K
FPE
First Tr Pfd Secs & Income ETF

ETFs
19
+ 1.4%
$17.81 - $18.39 $338 - $349
1.38K $25.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
38
New
$21.69 - $23.34 $824 - $887
38 $885K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
38
New
$22.45 - $23.2 $853 - $882
38 $877K
First Trust
50
New
N/A
50 $844K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.2%
$92.18 - $95.14 $92.2 - $95.1
489 $46.6M
FTHI
First Trust Exchange Traded Fd

ETFs
12
+ 2.13%
$22.76 - $23.92 $273 - $287
575 $13.6M
FNDF
Schwab Fundamental Intl Large

ETFs
18
New
$39.84 - $43.15 $717 - $777
18 $773K
FNDE
Schwab Fundamental Emerging Mk

ETFs
21
New
$33.13 - $36.31 $696 - $763
21 $759K
FNDA
Schwab Fundamental U S Small C

ETFs
24
New
$28.75 - $31.93 $690 - $766
24 $750K
SCHR
Schwab Intermediate Term Us Tr

ETFs
25
New
$24.69 - $25.26 $617 - $632
25 $628K
Schwab Mortgage
24
New
N/A
24 $617K
KBE
Spdr S&P Bank ETF

ETFs
1
+ 0.7%
$55.26 - $61.99 $55.3 - $62
144 $8.55M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
17
New
$30.13 - $33.37 $512 - $567
17 $567K
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 1.24%
$88.47 - $93.24 $177 - $186
163 $14.9M
PLD
Prologis, Inc.

Real Estate
1
+ 2.17%
$104.08 - $115.35 $104 - $115
47 $5.37M
EMB
Ishares Tr

ETFs
1
+ 0.87%
$91.52 - $95.59 $91.5 - $95.6
116 $11.1M
FNDC
Schwab Fundamental Intl Small

ETFs
9
New
$41.81 - $45.21 $376 - $407
9 $401K
SO
Southern CO

Utilities
1
+ 1.0%
$90.83 - $96.0 $90.8 - $96
101 $9.55M
SCHC
Schwab Strategic Tr Intl Small

ETFs
7
New
$42.28 - $45.71 $296 - $320
7 $319K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.83%
$72.01 - $74.44 $144 - $149
243 $17.8M
TMP
Tompkins Financial Corp

Financial Services
1
+ 1.75%
$62.34 - $71.09 $62.3 - $71.1
58 $3.81M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
9
New
$22.39 - $24.07 $202 - $217
9 $212K
SCHP
Schwab Strategic Us Tips ETF

ETFs
7
New
$26.44 - $27.1 $185 - $190
7 $189K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1
+ 0.68%
$12.48 - $14.83 $12.5 - $14.8
147 $2.02M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8
New
$20.76 - $21.78 $166 - $174
8 $174K
EBND
Spdr Bloomberg Emerging Market

ETFs
8
New
$20.95 - $21.57 $168 - $173
8 $171K
OMF
One Main Holdings, Inc.

Financial Services
4
+ 2.0%
$55.61 - $62.61 $222 - $250
204 $11.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
New
$28.92 - $32.19 $86.8 - $96.6
3 $96K
MBB
Ishares Tr

ETFs
1
New
$92.46 - $95.73 $92.5 - $95.7
1 $95K
EPR
Epr Properties

Real Estate
1
+ 0.93%
$52.58 - $61.21 $52.6 - $61.2
109 $6.35M
BNDX
Vanguard Total International B

ETFs
1
+ 0.43%
$49.0 - $49.51 $49 - $49.5
234 $11.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 3.45%
$102.4 - $103.88 $102 - $104
30 $3.06M
Activity Summary
Buys All Purchases 166 New Holdings 57 Increased Positions 109 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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