Rothwell Investment Advisors, LLC’s Compass Pathways CMPS Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CMPS Stock Details CMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$149	Buy	+12	New	+$159	﹤0.01%	1107

Other funds holding CMPS

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Premier Fund Managers Guildford, United Kingdom $978M AUM 14.27% 1-Year Est. Return

Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CMPS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Compass Pathways (CMPS) in Q3 2026: 12 shares worth $149. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings.

99 funds tracked by Wall St. Rank hold CMPS as of Q3 2026.

Rothwell Investment Advisors, LLC held 12 shares of Compass Pathways worth $149 as of Q3 2026.
Compass Pathways was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Compass Pathways made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1107 holding.
99 funds tracked by Wall St. Rank held Compass Pathways as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.