Compass Advisory Group LLC Reduced Holdings in Q3 2025

Compass Advisory Group LLC

  • $312 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-498K
- 20.47%
$23.82 - $25.84 $11.9M - $12.9M
1.94M $49.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-60.8K
- 71.5%
N/A
24.3K $2.08M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.67K
- 45.44%
$225.11 - $247.9 $602K - $663K
3.21K $793K
IAPR
Innovator Etfs Tr Internationa

ETFs
-3.82K
- 19.23%
$28.99 - $30.05 $111K - $115K
16K $481K
VCIT
Vanguard Intermediate Term Cor

ETFs
-364
- 4.47%
$81.75 - $84.54 $29.8K - $30.8K
7.78K $654K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-73
- 0.31%
$86.07 - $90.74 $6.28K - $6.62K
23.1K $2.07M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-17.1K
- 8.74%
$28.92 - $32.19 $493K - $549K
178K $5.69M
VFH
Vanguard Financial ETF

ETFs
-65
- 3.53%
$125.23 - $132.78 $8.14K - $8.63K
1.77K $232K
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-1.36K
- 1.11%
N/A
121K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.32K
- 1.9%
N/A
68K $0
Innovator Etfs Trust
-261K
- 48.22%
N/A
280K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-325K
- 63.93%
N/A
183K $0
Pgim Rock ETF Tr
-749K
- 82.05%
N/A
164K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-6.79K
- 41.05%
N/A
9.75K $0
Innovator Etfs Trust
-268
- 0.91%
N/A
29.3K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-274
- 1.92%
$26.38 - $27.95 $7.23K - $7.66K
14K $381K
SCI
Service Corp International

Consumer Cyclical
-15
- 0.41%
$75.63 - $83.25 $1.13K - $1.25K
3.63K $302K
VHT
Vanguard Health Care ETF

ETFs
-20
- 1.75%
$239.12 - $259.95 $4.78K - $5.2K
1.12K $290K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-788
- 3.13%
$36.83 - $38.43 $29K - $30.3K
24.3K $935K
POCT
Innovator U.S. Equity Power Bu

ETFs
-140
- 0.96%
$41.27 - $43.1 $5.78K - $6.03K
14.4K $621K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-300
- 1.46%
$40.37 - $42.12 $12.1K - $12.6K
20.2K $852K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-78
- 4.36%
$546.99 - $602.2 $42.7K - $47K
1.71K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.57K
- 3.52%
$24.46 - $26.5 $38.3K - $41.5K
42.9K $1.13M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-919
- 0.88%
$27.61 - $29.15 $25.4K - $26.8K
104K $3.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-223
- 3.74%
$567.77 - $614.76 $127K - $137K
5.74K $3.51M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-494
- 0.65%
$25.29 - $28.33 $12.5K - $14K
75.9K $2.12M
VXF
Vanguard Extended Market ETF

ETFs
-97
- 0.31%
$193.58 - $213.07 $18.8K - $20.7K
30.8K $6.45M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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