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Tidal Trust I shares owned by Compass Financial Management

Quarter-by-quarter ownership of Tidal Trust I (HFGM) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Tidal Trust I

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust I held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Trust I by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 75k 30.57

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
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Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Tidal Trust I

Tactive Advisors
Insight Wealth Strategies
Christopher Weil & Company
Mather Group
HighTower Advisors
Brookwood Investment Group
Wealthcare Advisory Partners
CI Private Wealth
CLG
GenTrust
Invenio Wealth Partners
Buckingham Strategic Partners
Brady Martz Wealth Solutions
Compass Financial Management
Envestnet Asset Management

View all funds holding Tidal Trust I