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Shp Etf Trust shares owned by Compass Financial Management

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Shp Etf Trust by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 20k 53.09

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
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 Shp Etf Trust

LPL Financial
Foguth Wealth Management
Gradient Investments
Royal Bank of Canada
Howard Capital Management
UBS Group
Mml Investors Services
Stifel Financial
Private Advisor
Cetera Investment Advisers
MADDEN SECURITIES Corp
Susquehanna International
Raymond James Financial
Envestnet Asset Management
Second Half Financial Partners

View all funds holding Shp Etf Trust