Compass Financial Services Inc Reduced Holdings in Q3 2025

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.2K
- 26.73%
$50.23 - $50.48 $613K - $616K
33.4K $1.68B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.88K
- 7.27%
$91.44 - $91.77 $538K - $540K
75.1K $6.89B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.5K
- 2.29%
$50.47 - $50.74 $528K - $530K
447K $22.7B
Ishares High
-4.13K
- 55.9%
N/A
3.26K $160M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.62K
- 42.59%
$98.53 - $107.1 $160K - $174K
2.19K $230M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-17.9K
- 98.77%
$5.71 - $6.25 $102K - $112K
223 $1.39M
CASY
Caseys General Stores Inc

Consumer Cyclical
-560
- 13.89%
$494.52 - $565.32 $277K - $317K
3.47K $1.96B
Invesco S&P
-3.33K
- 4.55%
N/A
69.9K $3.57B
MSFT
Microsoft Corp

Technology
-209
- 10.12%
$491.09 - $535.64 $103K - $112K
1.86K $962M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-3.04K
- 24.3%
$20.38 - $21.7 $61.9K - $65.9K
9.46K $199M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.56K
- 98.73%
$25.29 - $28.33 $39.4K - $44.1K
20 $560K
FSK
Fs Kkr Capital Corp

Financial Services
-1.21K
- 49.61%
$14.93 - $22.48 $18.1K - $27.2K
1.23K $18.4M
PCEF
Invesco Cef Income Composite E

ETFs
-1.52K
- 10.68%
$19.5 - $20.24 $29.6K - $30.7K
12.7K $254M
TGT
Target Corp

Consumer Defensive
-173
- 52.91%
$86.56 - $107.43 $15K - $18.6K
154 $13.8M
URA
Global X Uranium ETF

ETFs
-400
- 92.81%
$36.45 - $50.4 $14.6K - $20.2K
31 $1.47M
T
At&T Inc.

Communication Services
-291
- 7.59%
$26.94 - $29.62 $7.84K - $8.62K
3.54K $100M
Super Micro
-187
- 78.9%
N/A
50 $2.4M
PFE
Pfizer Inc

Healthcare
-311
- 81.84%
$23.29 - $25.88 $7.24K - $8.05K
69 $1.76M
IBM
International Business Machines Corp

Technology
-18
- 13.04%
$234.77 - $292.47 $4.23K - $5.26K
120 $34M
CSCO
Cisco Systems, Inc.

Technology
-61
- 8.59%
$66.2 - $71.79 $4.04K - $4.38K
649 $44.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-165
- 21.83%
$42.26 - $47.16 $6.97K - $7.78K
591 $27.4M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
-4.54K
- 5.06%
$27.72 - $29.39 $126K - $133K
85.2K $2.5B
PSX
Phillips 66

Energy
-25
- 8.33%
$118.37 - $139.46 $2.96K - $3.49K
275 $37.4M
SHOP
Shopify Inc.

Technology
-31
- 6.8%
$112.11 - $157.12 $3.48K - $4.87K
425 $63.2M
AAPL
Apple Inc.

Technology
-245
- 3.97%
$202.38 - $256.87 $49.6K - $62.9K
5.93K $1.51B
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-1.39K
- 2.76%
$190.8 - $204.83 $266K - $286K
49K $10B
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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