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COMPASS FINANCIAL MANAGEMENT LLC’s AdvisorShares STAR Global Buy-Write ETF VEGA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio VEGA Stock Details VEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57K Buy
+68
New +$3.5K ﹤0.01% 1249

Other funds holding VEGA

TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VEGA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in AdvisorShares STAR Global Buy-Write ETF (VEGA) in Q2 2026: 68 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

6 funds tracked by Wall St. Rank hold VEGA as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 68 shares of AdvisorShares STAR Global Buy-Write ETF worth $3.57K as of Q2 2026.
  • AdvisorShares STAR Global Buy-Write ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • AdvisorShares STAR Global Buy-Write ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1249 holding.
  • 6 funds tracked by Wall St. Rank held AdvisorShares STAR Global Buy-Write ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.