Compass Financial Group: Recent ETF Purchases & Sales Analysis

Compass Financial Group has significantly increased its positions in several broad market and sector-specific ETFs this quarter, including IWF, VTI, IVV, IWV, and PRF. Simultaneously, the firm reduced holdings of HYS and SRLN.

By Insiderset.Aug 8, 2026, 10:08 AM
VTI
IVV
IWF
JAAA
IWV
PRF
Compass Financial Group, Inc.
Compass Financial Group: Recent ETF Purchases & Sales Analysis
Compass Financial Group has significantly increased its positions in several broad market and sector-specific ETFs this quarter, including IWF, VTI, IVV, IWV, and PRF. Simultaneously, the firm reduced holdings of HYS and SRLN.