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Rfdi etf shares owned by Compass Financial Management

Quarter-by-quarter ownership of Rfdi etf (RFDI) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Rfdi etf

Tip: Access up to 7 years of quarterly data

All positions including Rfdi etf held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rfdi etf by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $197k 2.3k 87.08

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Spdr S&p 500 Etf (SPY)
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 Rfdi etf

Morgan Stanley
Cetera Investment Advisers
Per Stirling Capital Management
Envestnet Asset Management
Prospera Financial Services
RiverFront Investment Group
Branch Banking & Trust Company
Royal Bank of Canada
UBS Group
Jane Street
HPM Partners
LPL Financial
Claris Financial
Baird Financial
Raymond James Financial

View all funds holding Rfdi etf