Compass Ion Advisors, LLC Purchases and Sells in Q2 2025

Compass Ion Advisors, LLC

$851 Million
Q2 2025

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	7.77K + 1.53%	$243.75 - $303.93 $1.89M - $2.36M	517K $157M
IXUS	31.9K + 3.05%	$62.37 - $77.63 $1.99M - $2.47M	1.08M $83.4M
SPLG	22.9K + 1.99%	$58.41 - $72.69 $1.34M - $1.67M	1.18M $85.5M
DRSK	103K + 9.71%	$26.75 - $28.79 $2.76M - $2.97M	1.16M $33.4M
IUSB	82.5K + 5.82%	$45.12 - $46.23 $3.72M - $3.81M	1.5M $69.4M
VT	13.2K + 22.58%	$103.16 - $128.52 $1.36M - $1.7M	71.6K $9.2M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXON	1K New	$497.13 - $827.94 $499K - $830K	1K $830K
CMCSA	13.6K New	$32.84 - $36.72 $448K - $500K	13.6K $486K
PWR	768 New	$239.47 - $381.26 $184K - $293K	768 $290K
IEF	3.02K New	$93.15 - $96.56 $281K - $291K	3.02K $288K
FTDR	4.59K New	$37.35 - $59.68 $171K - $274K	4.59K $270K
TLT	2.95K New	$83.97 - $92.85 $248K - $274K	2.95K $260K

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPL	-141 - 1.71%	$1036.28 - $1430.55 $146K - $202K	8.11K $8.57M
VO	-5.4K - 84.97%	$228.54 - $279.83 $1.23M - $1.51M	955 $267K
VBR	-7.83K - 19.5%	$162.76 - $195.77 $1.27M - $1.53M	32.3K $6.3M
VB	-6.52K - 24.12%	$193.73 - $237.37 $1.26M - $1.55M	20.5K $4.86M
AAPL	-3.15K - 11.78%	$172.42 - $223.89 $542K - $704K	23.5K $4.83M
GMED	-706 - 1.9%	$55.82 - $75.5 $39.4K - $53.3K	36.4K $2.15M

Activity Summary All Purchases 128 New Holdings 16 Increased Positions 112 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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