Compass Advisory Group LLC Sells in Q1 2025

Compass Advisory Group LLC

  • $210 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-5.93K
- 1.63%
$36.64 - $45.76 $217K - $271K
357K $13.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-31.1K
- 33.58%
$49.25 - $50.66 $1.53M - $1.58M
61.5K $3.05M
VTI
Vanguard Total Stock Market Et

ETFs
-546
- 0.9%
$271.18 - $303.12 $148K - $166K
60K $16.5M
AAPL
Apple Inc.

Technology
-35
- 0.38%
$209.68 - $247.1 $7.34K - $8.65K
9.12K $2.03M
KAPR
Innovator U.S. Small Cap Power

ETFs
-6.35K
- 18.15%
$30.82 - $33.62 $196K - $213K
28.6K $883K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-311
- 0.48%
$23.16 - $27.04 $7.2K - $8.41K
64.2K $1.51M
KJUL
Innovator U.S. Small Cap Power

Technology
-775
- 1.65%
$27.83 - $30.18 $21.6K - $23.4K
46.1K $1.29M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.69K
- 7.42%
$39.81 - $42.17 $67.3K - $71.3K
21.1K $847K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-164
- 0.33%
$21.75 - $24.28 $3.57K - $3.98K
49.8K $1.1M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-811
- 3.11%
$34.28 - $36.12 $27.8K - $29.3K
25.3K $873K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.01K
- 8.11%
$44.41 - $45.98 $44.8K - $46.3K
11.4K $521K
VTV
Vanguard Value ETF

ETFs
-571
- 3.07%
$167.73 - $179.21 $95.8K - $102K
18K $3.12M
POCT
Innovator U.S. Equity Power Bu

ETFs
-380
- 2.5%
$38.53 - $40.49 $14.6K - $15.4K
14.8K $575K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-250
- 3.15%
$37.4 - $39.42 $9.35K - $9.86K
7.69K $290K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-85
- 0.91%
$34.08 - $35.99 $2.9K - $3.06K
9.23K $316K
SCHW
Schwab Charles Corp

Financial Services
-500
- 5.97%
$71.24 - $83.64 $35.6K - $41.8K
7.88K $616K
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-297
- 0.23%
N/A
128K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-150
- 0.32%
N/A
46.4K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.39K
- 1.96%
N/A
69.8K $0
PSEP
Innovator U.S. Equity Power Bu
-1.3K
- 7.77%
N/A
15.5K $0
KOCT
Innovator Laddered Fund Of U.S
-856
- 3.98%
N/A
20.7K $0
IJUL
Innovator Etfs Tr

ETFs
-530
- 4.12%
$27.58 - $29.96 $14.6K - $15.9K
12.3K $359K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-154
- 1.15%
$27.01 - $28.54 $4.16K - $4.4K
13.2K $368K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.4K
- 1.31%
$25.77 - $27.6 $36.1K - $38.7K
106K $2.81M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-11.4K
- 3.26%
$18.36 - $20.51 $209K - $234K
338K $6.68M
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.28K
- 0.76%
$53.99 - $58.43 $69K - $74.7K
168K $9.66M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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