Compass Financial Group, Inc. Purchases and Sells in Q3 2025

Compass Financial Group, Inc.

$207 Million
Q3 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	29.4K + 38.07%	$56.02 - $60.3 $1.65M - $1.77M	107K $6.4M
DFIV	30.1K + 28.13%	$42.66 - $46.53 $1.28M - $1.4M	137K $6.31M
VTI	2.33K + 8.43%	$303.93 - $329.86 $707K - $768K	29.9K $9.82M
SPYG	405 + 0.47%	$94.33 - $105.31 $38.2K - $42.7K	87.4K $9.13M
SPLG	3.24K + 6.57%	$72.65 - $78.68 $235K - $255K	52.5K $4.11M
JPST	3.13K + 4.87%	$50.47 - $50.74 $158K - $159K	67.4K $3.42M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAE	248K New	$28.84 - $31.84 $7.16M - $7.9M	248K $7.82M
MBB	26K New	$92.46 - $95.73 $2.41M - $2.49M	26K $2.48M
IAGG	47.5K New	$50.85 - $51.35 $2.41M - $2.44M	47.5K $2.43M
VWOB	36.8K New	N/A	36.8K $2.3M
XLU	23.8K New	$81.14 - $87.32 $1.93M - $2.08M	23.8K $2.08M
BCI	87.8K New	$20.34 - $21.61 $1.79M - $1.9M	87.8K $1.89M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	-29.9K - 52.43%	$100.16 - $100.7 $2.99M - $3.01M	27.1K $2.73M
SPSB	-57.5K - 53.82%	$30.02 - $30.29 $1.73M - $1.74M	49.4K $1.5M
VCSH	-10.7K - 30.14%	$78.96 - $80.04 $844K - $856K	24.8K $1.98M
JAAA	-6.54K - 2.99%	$50.53 - $50.82 $330K - $332K	212K $10.8M
IWV	-4.91K - 8.6%	$351.04 - $379.81 $1.72M - $1.86M	52.1K $19.8M
DFNM	-6.36K - 3.61%	$47.18 - $48.17 $300K - $307K	170K $8.16M

Activity Summary All Purchases 21 New Holdings 8 Increased Positions 13 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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