CFM
EINC icon

Compass Financial Management’s VanEck Energy Income ETF EINC Stock Holding History

Compass Financial Management’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Buy
+2,775
New +$328K 0.04% 338

Other funds holding EINC

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AA
Ascent Advisors Mankato, Minnesota $86.7M AUM

Compass Financial Management's EINC Position: Q2 2026 in Review

Compass Financial Management opened a new position in VanEck Energy Income ETF (EINC) in Q2 2026: 2,775 shares worth $329K. The stake represents 0.04% of the portfolio and ranks #338 among its holdings.

35 funds tracked by Wall St. Rank hold EINC as of Q2 2026.

  • Compass Financial Management held 2,775 shares of VanEck Energy Income ETF worth $329K as of Q2 2026.
  • VanEck Energy Income ETF was a new Compass Financial Management position in Q2 2026.
  • VanEck Energy Income ETF made up 0.04% of Compass Financial Management's portfolio in Q2 2026, its #338 holding.
  • 35 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.