Compass Financial Management
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Compass Financial Management’s TrueShares Quarterly Bull Hedge ETF QBUL Stock Holding History

Compass Financial Management’s Portfolio QBUL Stock Details QBUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.7K Sell
486
-172
-26% -$4.15K ﹤0.01% 1087
2026
Q2 		$16K Buy
+658
New +$15.8K ﹤0.01% 947

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Key Capital Management
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Lloyd Advisory Services
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Elevated Capital Advisors
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Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
UBS Group
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Networth Advisors
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Kingdom Financial Group
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Compass Financial Management's QBUL Position: Q3 2026 in Review

Compass Financial Management reduced its TrueShares Quarterly Bull Hedge ETF (QBUL) stake by 26% in Q3 2026, selling an estimated $4.15K and leaving 486 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Compass Financial Management first reported a position in QBUL in Q2 2026 and has held it in 2 quarters since. The position peaked at $16K in Q2 2026. 15 funds tracked by Wall St. Rank hold QBUL as of Q3 2026.

  • Compass Financial Management held 486 shares of TrueShares Quarterly Bull Hedge ETF worth $11.7K as of Q3 2026.
  • Compass Financial Management sold 172 TrueShares Quarterly Bull Hedge ETF shares in Q3 2026, an estimated $4.15K.
  • TrueShares Quarterly Bull Hedge ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1087 holding.
  • Compass Financial Management first reported a position in TrueShares Quarterly Bull Hedge ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's TrueShares Quarterly Bull Hedge ETF position peaked at $16K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held TrueShares Quarterly Bull Hedge ETF as of Q3 2026.

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