Compass Financial Services Inc New Holdings in Q1 2025

Compass Financial Services Inc

  • $191 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
19.7K
New
$50.29 - $50.5 $989K - $993K
19.7K $989M
Blackrock Ishares
7.37K
New
N/A
7.37K $365M
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.06K
New
$41.28 - $44.23 $168K - $180K
4.06K $170M
TBJL
Innovator 20+ Year Treasury Bo

ETFs
5K
New
$19.32 - $20.46 $96.6K - $102K
5K $101M
PSEP
Innovator U.S. Equity Power Bu
2.51K
New
N/A
2.51K $96.2M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
2.53K
New
$30.75 - $33.98 $77.7K - $85.9K
2.53K $78.7M
PDEC
Innovator U.S. Equity Power Bu
1.97K
New
N/A
1.97K $74M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
766
New
$91.76 - $103.26 $70.3K - $79.1K
766 $70.9M
Jpmorgan Hedged
1.08K
New
N/A
1.08K $64.2M
VTI
Vanguard Total Stock Market Et

ETFs
230
New
$271.18 - $303.12 $62.4K - $69.7K
230 $63.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
996
New
$57.21 - $65.8 $57K - $65.5K
996 $58.1M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
718
New
$77.91 - $92.26 $55.9K - $66.2K
718 $57.1M
TSLA
Tesla, Inc.

Consumer Cyclical
207
New
$222.15 - $428.22 $46K - $88.6K
207 $53.6M
FSK
Fs Kkr Capital Corp

Financial Services
2.4K
New
$20.47 - $24.06 $49.2K - $57.8K
2.4K $50.3M
FTCS
First Trust Capital Strength E

ETFs
530
New
$86.39 - $91.35 $45.8K - $48.4K
530 $47.5M
BAUG
Innovator U.S. Equity Buffer E
1.03K
New
N/A
1.03K $43.9M
HD
Home Depot, Inc.

Consumer Cyclical
113
New
$347.25 - $424.87 $39.2K - $48K
113 $41.4M
FHN
First Horizon Corp

Financial Services
1.97K
New
$17.7 - $22.43 $34.8K - $44.1K
1.97K $38.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.58K
New
$23.16 - $27.04 $36.5K - $42.7K
1.58K $37M
PJUL
Innovator U.S. Equity Power Bu

ETFs
841
New
$39.81 - $42.17 $33.5K - $35.5K
841 $33.8M
KJUL
Innovator U.S. Small Cap Power

Technology
1.17K
New
$27.83 - $30.18 $32.7K - $35.4K
1.17K $32.8M
BWXT
Bwx Technologies, Inc.

Industrials
330
New
$96.59 - $128.46 $31.9K - $42.4K
330 $32.6M
KD
Kyndryl Holdings, Inc.

Technology
971
New
$31.32 - $43.45 $30.4K - $42.2K
971 $30.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
764
New
$33.84 - $37.77 $25.9K - $28.9K
764 $27.8M
RDVY
First Trust Rising Dividend Ac

ETFs
452
New
$57.22 - $63.39 $25.9K - $28.7K
452 $26.4M
NOCT
Innovator Growth 100 Power Buf

ETFs
486
New
$49.54 - $52.84 $24.1K - $25.7K
486 $24.2M
NJUL
Innovator Growth 100 Power Buf

Technology
401
New
$59.98 - $64.86 $24.1K - $26K
401 $24.1M
EVRG
Evergy, Inc.

Utilities
346
New
$59.9 - $69.52 $20.7K - $24.1K
346 $23.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.34K
New
$17.53 - $17.87 $23.5K - $24K
1.34K $23.6M
XLU
Utilities Sector Spdr

ETFs
296
New
$74.7 - $80.27 $22.1K - $23.8K
296 $23.3M
VTV
Vanguard Value ETF

ETFs
134
New
$167.73 - $179.21 $22.5K - $24K
134 $23.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
396
New
$56.17 - $59.71 $22.2K - $23.6K
396 $22.6M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
744
New
$24.29 - $25.89 $18.1K - $19.3K
744 $18.8M
DUK
Duke Energy Corp

Utilities
150
New
$105.87 - $121.97 $15.9K - $18.3K
150 $18.3M
Innovator Equity
625
New
N/A
625 $16.7M
CVS
Cvs Health Corp

Healthcare
231
New
$44.22 - $68.64 $10.2K - $15.9K
231 $15.7M
VNQ
Vanguard Specialized Funds Van

ETFs
160
New
$85.55 - $94.34 $13.7K - $15.1K
160 $14.5M
CPB
Campbell Soup CO

Consumer Defensive
343
New
$37.29 - $42.04 $12.8K - $14.4K
343 $13.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
250
New
$53.6 - $58.97 $13.4K - $14.7K
250 $13.7M
Innovators Emerging
421
New
N/A
421 $12.7M
FTHI
First Trust Exchange Traded Fd

ETFs
550
New
$21.62 - $23.74 $11.9K - $13.1K
550 $12M
LYB
Lyondell Basell Industries N.V.

Basic Materials
157
New
$69.82 - $78.67 $11K - $12.4K
157 $11.1M
IP
International Paper CO

Consumer Cyclical
206
New
$49.38 - $60.09 $10.2K - $12.4K
206 $11M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
187
New
$51.94 - $55.24 $9.71K - $10.3K
187 $9.95M
SHEL
Shell PLC

Energy
125
New
$62.84 - $73.29 $7.86K - $9.16K
125 $9.16M
MMM
3 M CO

Industrials
62
New
$129.7 - $155.12 $8.04K - $9.62K
62 $9.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
229
New
$37.07 - $40.63 $8.49K - $9.3K
229 $9.03M
KMI
Kinder Morgan, Inc.

Energy
312
New
$26.1 - $31.22 $8.14K - $9.74K
312 $8.9M
AMH
American Homes 4 Rent

Real Estate
219
New
$34.43 - $37.81 $7.54K - $8.28K
219 $8.28M
Activity Summary
Buys All Purchases 198 New Holdings 101 Increased Positions 97 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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