COMPASS CAPITAL MANAGEMENT, INC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, COMPASS CAPITAL MANAGEMENT, INC opened 3 positions, added to 4, reduced 3, sold out of 2 and left 9 unchanged. The largest increase in value was IWO (+$5,082,404); the largest decrease was IXJ (-$448,992).
- IXJ: Country of operation —; Class GLOB HLTHCRE ETF; Shares 2026-03-31 4,800; Shares 2026-06-30 0.
- DON: Country of operation —; Class US MIDCAP DIVID; Shares 2026-03-31 4,000; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1002152): 2026-03-31 (filed 2026-05-21) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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