BRWA
CMPS

B. Riley Wealth Advisors’s Compass Pathways CMPS Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$179K Hold
11,900
– – 0.01% 792
2026
Q1 		$62.4K Buy
+11,900
New +$80K ﹤0.01% 813

Other funds holding CMPS

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

B. Riley Wealth Advisors's CMPS Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Compass Pathways (CMPS) position steady in Q2 2026 at 11,900 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #792.

B. Riley Wealth Advisors first reported a position in CMPS in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CMPS as of Q2 2026.

  • B. Riley Wealth Advisors held 11,900 shares of Compass Pathways worth $179K as of Q2 2026.
  • B. Riley Wealth Advisors left its Compass Pathways share count unchanged in Q2 2026.
  • Compass Pathways made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #792 holding.
  • B. Riley Wealth Advisors first reported a position in Compass Pathways in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.