Compass Financial Group, Inc. Buys SPDR S&P Regional Banking ETF

Feb 03, 2021

Investment company Compass Financial Group, Inc. (Current Portfolio) buys SPDR S&P Regional Banking ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Compass Financial Group, Inc.. As of 2020Q4, Compass Financial Group, Inc. owns 26 stocks with a total value of $159 million. These are the details of the buys and sells.

New Purchases: KRE,
Added Positions: IVV, VTI, SPY, JPST, MINT, PRF, SPSB, XLV, BIV, SPAB,
Reduced Positions: SPTM, HYS, MSFT,

For the details of Compass Financial Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/compass+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Compass Financial Group, Inc.

BTC iShares Core S&P 500 ETF (IVV) - 51,184 shares, 12.07% of the total portfolio. Shares added by 2.85%
BTC iShares Russell 3000 ETF (IWV) - 68,838 shares, 9.66% of the total portfolio. Shares reduced by 0.23%
BTC iShares Russell 1000 Growth ETF (IWF) - 51,770 shares, 7.84% of the total portfolio. Shares reduced by 0.9%
SPDR Portfolio Short Term Corporate Bond ETF (SPSB) - 368,107 shares, 7.26% of the total portfolio. Shares added by 1.12%
JPMorgan Ultra-Short Income ETF (JPST) - 209,279 shares, 6.67% of the total portfolio. Shares added by 2.88%

New Purchase: SPDR S&P Regional Banking ETF (KRE)

Compass Financial Group, Inc. initiated holding in SPDR S&P Regional Banking ETF. The purchase prices were between $36.94 and $51.95, with an estimated average price of $46.03. The stock is now traded at around $56.740000. The impact to a portfolio due to this purchase was 4.52%. The holding were 138,467 shares as of 2020-12-31.

Here is the complete portfolio of Compass Financial Group, Inc.. Also check out:

1. Compass Financial Group, Inc.'s Undervalued Stocks
2. Compass Financial Group, Inc.'s Top Growth Companies, and
3. Compass Financial Group, Inc.'s High Yield stocks
4. Stocks that Compass Financial Group, Inc. keeps buying

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