Compass Financial Group, Inc. Reduced Holdings in Q2 2025

Compass Financial Group, Inc.

  • $184 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.38K
- 5.6%
$100.04 - $100.54 $338K - $340K
57K $5.73M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-4.67K
- 4.18%
$29.82 - $30.19 $139K - $141K
107K $3.23M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-1.56K
- 0.88%
$46.77 - $47.89 $73.1K - $74.8K
176K $8.37M
AAPL
Apple Inc.

Technology
-159
- 13.15%
$172.42 - $223.89 $27.4K - $35.6K
1.05K $215K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-477
- 1.52%
$96.84 - $99.46 $46.2K - $47.4K
30.9K $3.07M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-767
- 0.35%
$49.79 - $50.75 $38.2K - $38.9K
219K $11.1M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-824
- 1.86%
$49.73 - $51.44 $41K - $42.4K
43.4K $2.23M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-225
- 1.67%
$94.78 - $95.97 $21.3K - $21.6K
13.2K $1.27M
CGCP
Capital Group Core Plus Income

ETFs
-1.12K
- 0.37%
$21.92 - $22.56 $24.6K - $25.3K
299K $6.74M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-167
- 0.26%
$50.36 - $50.68 $8.41K - $8.46K
64.3K $3.26M
IEF
Ishares Barclays

ETFs
-323
- 0.45%
$93.15 - $96.56 $30.1K - $31.2K
70.9K $6.79M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-239
- 0.25%
$24.98 - $25.66 $5.97K - $6.13K
93.7K $2.4M
KOCT
Innovator Laddered Fund Of U.S
-75
- 0.03%
N/A
254K $0
Jp Morgan Active Bond ETF
-114
- 0.19%
N/A
60.6K $0
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-306
- 1.13%
$89.58 - $95.01 $27.4K - $29.1K
26.8K $2.54M
SRLN
Ssga Active Trust

ETFs
-131
- 0.25%
$39.47 - $41.59 $5.17K - $5.45K
51.9K $2.16M
IAU
Ishares Gold Trust

ETFs
-374
- 0.81%
$56.1 - $64.74 $21K - $24.2K
45.7K $2.85M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-747
- 1.67%
$60.34 - $74.89 $45.1K - $55.9K
43.9K $3.29M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-6.55K
- 2.25%
$35.77 - $42.27 $234K - $277K
285K $12M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-302
- 0.61%
$58.41 - $72.69 $17.6K - $22K
49.3K $3.58M
DFIV
Dimensional ETF Tr

ETFs
-649
- 0.6%
$34.67 - $43.21 $22.5K - $28K
107K $4.58M
VEA
Vanguard Ftse Developed Market

ETFs
-519
- 0.67%
$45.65 - $57.01 $23.7K - $29.6K
77.3K $4.41M
IWV
Ishares Russell 3000 ETF

ETFs
-149
- 0.26%
$281.67 - $351.0 $42K - $52.3K
57K $20M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-263
- 0.67%
$320.42 - $424.58 $84.3K - $112K
38.9K $16.5M
Activity Summary
Buys All Purchases 12 New Holdings 3 Increased Positions 9 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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