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Brookfield Asset Management shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Brookfield Asset Management (BAM) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Brookfield Asset Management

Tip: Access up to 7 years of quarterly data

All positions including Brookfield Asset Management held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 4.5k 56.94
2025-06-30 $250k 4.5k 55.28
2025-03-31 $219k 4.5k 48.45
2024-12-31 $245k 4.5k 54.19
2024-09-30 $251k 5.3k 47.29

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Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
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NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion Advisors

Top funds holding Brookfield Asset Management

Brookfield Asset Management
Partners Value Investments
Royal Bank of Canada
FMR
Vanguard Group
Capital Research and Management Company - Division 3
TD Asset Management
Capital World Investors
Fil
Bank Of Montreal
Mackenzie Financial
Principal Financial Group
BlackRock
Manufacturers Life Insurance Company
Massachusetts Financial Services

View all funds holding Brookfield Asset Management