Compass Financial Services Inc Purchases in Q2 2025

Compass Financial Services Inc

  • $206 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
68.9K
+ 8992.82%
$82.32 - $112.47 $5.67M - $7.75M
69.7K $7.83B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
121K
+ 4786.43%
$28.36 - $31.3 $3.43M - $3.79M
123K $3.96B
Invesco S&P
73.2K
New
N/A
73.2K $3.65B
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
89.8K
New
$22.98 - $27.84 $2.06M - $2.5M
89.8K $2.5B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.78K
+ 1.93%
$71.28 - $83.74 $412K - $484K
305K $25.5B
Jpmorgan Hedged
24.4K
+ 2266.6%
N/A
25.4K $1.59B
USFR
Wisdomtree Floating Rate Treas

ETFs
26K
+ 132.22%
$50.28 - $50.47 $1.31M - $1.31M
45.6K $2.3B
XYLD
Global X Fds S&P 500 Covered C

ETFs
31.9K
+ 31.97%
$35.62 - $39.64 $1.14M - $1.26M
132K $5.13B
DIVB
Ishares Tr U S Divid & Buyback

ETFs
12.6K
+ 12.04%
$42.56 - $50.32 $537K - $634K
117K $5.91B
SPYG
Spdr Portfolio

ETFs
3.34K
+ 10.91%
$71.83 - $95.32 $240K - $318K
33.9K $3.23B
QQQ
Invesco Qqq Trust, Series 1

ETFs
90
+ 1.8%
$416.06 - $551.64 $37.4K - $49.6K
5.09K $2.81B
CASY
Caseys General Stores Inc

Consumer Cyclical
125
+ 3.2%
$415.82 - $510.91 $52K - $63.9K
4.03K $2.06B
IWY
Ishares Tr Russell 200 Growth

ETFs
932
+ 37.28%
$187.5 - $246.51 $175K - $230K
3.43K $846M
FDL
First Tr Morningstar Dividend

ETFs
11K
+ 10.92%
$38.19 - $43.19 $420K - $475K
112K $4.68B
MSFT
Microsoft Corp

Technology
117
+ 6.0%
$354.56 - $497.45 $41.5K - $58.2K
2.07K $1.03B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.3K
+ 10.59%
$114.78 - $133.31 $149K - $174K
13.6K $1.81B
VTI
Vanguard Total Stock Market Et

ETFs
567
+ 246.52%
$243.75 - $303.93 $138K - $172K
797 $242M
VEA
Vanguard Ftse Developed Market

ETFs
2.52K
New
$45.65 - $57.01 $115K - $144K
2.52K $144M
MAIN
Main Street Capital Corp

Financial Services
2.21K
New
$49.15 - $59.32 $109K - $131K
2.21K $131M
VTV
Vanguard Value ETF

ETFs
694
+ 517.91%
$153.67 - $176.74 $107K - $123K
828 $146M
ITOT
Ishares Core S&P Total U.S. St

ETFs
808
New
$108.12 - $135.04 $87.4K - $109K
808 $109M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.23%
$496.48 - $617.85 $1.99K - $2.47K
1.76K $1.09B
AAPL
Apple Inc.

Technology
907
+ 17.21%
$172.42 - $223.89 $156K - $203K
6.18K $1.27B
NVDA
Nvidia Corp

Technology
324
+ 51.35%
$94.31 - $157.99 $30.6K - $51.2K
955 $151M
EPD
Enterprise Products Partners L.P.

Energy
2.36K
New
$28.95 - $34.22 $68.4K - $80.9K
2.36K $73.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
627
+ 2239.29%
$96.84 - $99.46 $60.7K - $62.4K
655 $65M
IWF
Ishares Russell 1000 Gr ETF

ETFs
146
New
$320.42 - $424.58 $46.8K - $62K
146 $62M
COF
Capital One Financial Corp

Financial Services
285
New
$150.57 - $212.76 $42.9K - $60.6K
285 $60.6M
IVV
Ishares Core S&P 500 ETF

ETFs
83
+ 101.22%
$498.8 - $620.9 $41.4K - $51.5K
165 $103M
VO
Vanguard Mid Cap ETF

ETFs
143
+ 22.81%
$228.54 - $279.83 $32.7K - $40K
770 $215M
XLK
Technology Sector Spdr

ETFs
2
+ 0.19%
$179.73 - $253.23 $359 - $506
1.04K $264M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
919
New
$39.89 - $49.46 $36.7K - $45.5K
919 $45.4M
IEFA
Ishares Tr

ETFs
57
+ 1.11%
$67.83 - $84.09 $3.87K - $4.79K
5.18K $433M
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 42.03%
$221.86 - $362.89 $19.3K - $31.6K
294 $93.4M
FVD
First Tr Value Line Divid Inde

ETFs
870
+ 100.58%
$40.62 - $45.12 $35.3K - $39.3K
1.74K $77.6M
KMB
Kimberly Clark Corp

Consumer Defensive
300
New
$126.84 - $145.22 $38.1K - $43.6K
300 $38.7M
VBR
Vanguard Small Cap Value ETF

ETFs
195
New
$162.76 - $195.77 $31.7K - $38.2K
195 $38M
MS
Morgan Stanley

Financial Services
229
New
$99.83 - $140.86 $22.9K - $32.3K
229 $32.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
266
New
$97.68 - $121.38 $26K - $32.3K
266 $32.3M
DE
Deere & CO

Industrials
1
+ 0.13%
$412.99 - $531.48 $413 - $531
777 $395M
SPMD
Spdr Portfolio

ETFs
549
New
$44.89 - $54.38 $24.6K - $29.9K
549 $29.9M
AMZN
Amazon Com Inc

Consumer Cyclical
63
+ 12.63%
$167.32 - $223.3 $10.5K - $14.1K
562 $123M
DGRO
Ishares Core Dividend Growth E

ETFs
46
+ 0.41%
$55.22 - $63.94 $2.54K - $2.94K
11.2K $718M
BXSL
Blackstone Secured Lending Fund

Financial Services
750
New
$26.88 - $32.74 $20.2K - $24.6K
750 $23.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
524
+ 225.86%
$35.35 - $42.68 $18.5K - $22.4K
756 $32.2M
WFC
Wells Fargo & Company

Financial Services
6
+ 0.24%
$60.98 - $80.12 $366 - $481
2.53K $203M
KD
Kyndryl Holdings, Inc.

Technology
200
+ 20.6%
$27.77 - $41.96 $5.55K - $8.39K
1.17K $49.1M
FE
Firstenergy Corp

Utilities
459
New
$38.31 - $43.17 $17.6K - $19.8K
459 $18.5M
GFL
Gfl Environmental Inc.

Industrials
317
+ 63.02%
$42.93 - $51.58 $13.6K - $16.4K
820 $41.4M
Activity Summary
Buys All Purchases 132 New Holdings 37 Increased Positions 95 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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