Compass Advisory Group LLC Purchases and Sells in Q3 2025

Compass Advisory Group LLC

$312 Million
Q3 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PJUL	489K + 2036.81%	$43.83 - $45.64 $21.4M - $22.3M	513K $23.4M
VT	149K + 399.87%	$128.41 - $138.03 $19.1M - $20.5M	186K $25.6M
IJUL	403K + 3270.4%	$31.5 - $32.72 $12.7M - $13.2M	416K $13.6M
KJUL	422K + 916.68%	$29.2 - $31.07 $12.3M - $13.1M	469K $14.5M
VCSH	84.8K + 127.34%	$78.96 - $80.04 $6.7M - $6.79M	151K $12.1M
BALT	59.2K + 8.52%	$32.11 - $32.82 $1.9M - $1.94M	754K $24.7M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	1.22K New	$264.74 - $369.57 $322K - $449K	1.22K $400K
TSLA	871 New	$293.94 - $444.72 $256K - $387K	871 $387K
SPY	341 New	$617.65 - $666.84 $211K - $227K	341 $227K
VOE	1.29K New	$164.63 - $174.58 $212K - $225K	1.29K $224K
INNOVATOR ETFS TRUST	3.78K New	N/A	3.78K $0
INNOVATOR ETFS TRUST	3.89K New	N/A	3.89K $0

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	-498K - 20.47%	$23.82 - $25.84 $11.9M - $12.9M	1.94M $49.8M
MOAT	-60.8K - 71.5%	N/A	24.3K $2.08M
QQQM	-2.67K - 45.44%	$225.11 - $247.9 $602K - $663K	3.21K $793K
IAPR	-3.82K - 19.23%	$28.99 - $30.05 $111K - $115K	16K $481K
VCIT	-364 - 4.47%	$81.75 - $84.54 $29.8K - $30.8K	7.78K $654K
VIGI	-73 - 0.31%	$86.07 - $90.74 $6.28K - $6.62K	23.1K $2.07M

Activity Summary All Purchases 41 New Holdings 7 Increased Positions 34 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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