Compass Financial Management
PRIZ icon

Compass Financial Management’s Zacks Preferred Income ETF PRIZ Stock Holding History

Compass Financial Management’s Portfolio PRIZ Stock Details PRIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.52K Buy
+346
New +$8.68K ﹤0.01% 1172

Other funds holding PRIZ

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Compass Financial Management's PRIZ Position: Q3 2026 in Review

Compass Financial Management opened a new position in Zacks Preferred Income ETF (PRIZ) in Q3 2026: 346 shares worth $8.52K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings.

6 funds tracked by Wall St. Rank hold PRIZ as of Q3 2026.

  • Compass Financial Management held 346 shares of Zacks Preferred Income ETF worth $8.52K as of Q3 2026.
  • Zacks Preferred Income ETF was a new Compass Financial Management position in Q3 2026.
  • Zacks Preferred Income ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1172 holding.
  • 6 funds tracked by Wall St. Rank held Zacks Preferred Income ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.