Compass Ion Advisors, LLC Purchases and Sells in Q1 2025

Compass Ion Advisors, LLC

$781 Million
Q1 2025

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	203K + 16.68%	$44.72 - $46.25 $9.06M - $9.37M	1.42M $65.3M
IXUS	62.5K + 6.36%	$65.06 - $72.31 $4.07M - $4.52M	1.05M $73M
DRSK	222K + 26.46%	$27.06 - $28.25 $6.01M - $6.27M	1.06M $28.9M
FBND	88K + 16.75%	$44.41 - $45.98 $3.91M - $4.04M	613K $28M
DGRO	16.2K + 4.11%	$60.46 - $64.42 $982K - $1.05M	411K $25.4M
GLDM	8.56K + 25.87%	$52.19 - $61.89 $447K - $530K	41.7K $2.58M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VFMO	6.96K New	$147.38 - $176.39 $1.03M - $1.23M	6.96K $1.06M
DFUS	12.7K New	$59.61 - $66.71 $757K - $847K	12.7K $768K
DFCF	6.47K New	$40.79 - $42.32 $264K - $274K	6.47K $272K
IBTM	11.2K New	$21.92 - $22.89 $246K - $256K	11.2K $256K
SLV	7.67K New	$26.93 - $31.32 $207K - $240K	7.67K $237K
URTH	1.5K New	$151.24 - $164.09 $227K - $246K	1.5K $229K

Top Sells

Reduced Positions

115 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	-13.6K - 33.39%	$217.89 - $252.64 $2.95M - $3.43M	27.1K $6M
NVDA	-136 - 0.14%	$106.98 - $149.43 $14.5K - $20.3K	97.3K $10.5M
VBR	-4.11K - 9.28%	$183.02 - $207.75 $752K - $853K	40.2K $7.48M
SYLD	-12.4K - 42.81%	$62.77 - $71.4 $779K - $886K	16.6K $1.06M
GOOG	-851 - 4.0%	$156.06 - $207.71 $133K - $177K	20.4K $3.19M
BX	-26 - 0.1%	$136.53 - $186.74 $3.55K - $4.86K	25.9K $3.62M

Activity Summary All Purchases 109 New Holdings 19 Increased Positions 90 All Sells 115 Reductions 115 Sold out 0 Calls 0 Puts 0

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