Compass Financial Invests $32.9M Across Five ETFs

48 sourcesUpdated Sep 6, 2026

Compass Financial Management LLC disclosed new second-quarter positions across five exchange-traded funds, totaling approximately $32.9 million. Its largest purchase was 357,142 shares of the Janus Henderson AAA CLO ETF, valued at about $18.0 million and representing 2.1% of the firm’s holdings. Compass also bought roughly $5.9 million of the iShares Floating Rate Bond ETF, $5.3 million of the Schwab U.S. Dividend Equity ETF, $2.2 million of the Vanguard Total Stock Market ETF and $1.5 million of the Vanguard Intermediate-Term Bond ETF. The investments span broad U.S. equities, dividend stocks, intermediate-term bonds, floating-rate debt and investment-grade collateralized loan obligations.

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Aug 23, 2026Sep 6, 2026

Sep 6, 2026Compass Financial Management LLC discloses $32.9 million in new Q2 stakes across five ETFs including VTI, SCHD, FLOT, BIV and JAAA.
Sep 5, 2026Old Mission Investment Co. discloses new Q2 stakes worth $41 million in Stryker, AT&T and several ETFs including Vanguard Value.
Sep 5, 2026Three Seasons Wealth boosts its Q2 gold ETF and Vertiv stakes while cutting its small-cap ETF holdings by a third.

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