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Compass shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Compass (COMP) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Compass

Tip: Access up to 7 years of quarterly data

All positions including Compass held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $374k 50k 7.41
2025-06-30 $353k 55k 6.42
2025-03-31 $526k 60k 8.73
2024-12-31 $324k 55k 5.85

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Compass

Vanguard Group
FMR
Sb Investment Advisers
BlackRock
Citadel Advisors
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Winslow Capital Management
Nuveen
Summit Partners Public Asset Management
Charles Schwab Investment Management
Artisan Partners Limited Partnership
Kanen Wealth Management

View all funds holding Compass