CFM
QBUL

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
Q2 		$16K Buy
+658
New +$15.8K ﹤0.01% 947

Other funds holding QBUL

TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM

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

Compass Financial Management opened a new position in TrueShares Quarterly Bull Hedge ETF (QBUL) in Q2 2026: 658 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

18 funds tracked by Wall St. Rank hold QBUL as of Q2 2026.

  • Compass Financial Management held 658 shares of TrueShares Quarterly Bull Hedge ETF worth $16K as of Q2 2026.
  • TrueShares Quarterly Bull Hedge ETF was a new Compass Financial Management position in Q2 2026.
  • TrueShares Quarterly Bull Hedge ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #947 holding.
  • 18 funds tracked by Wall St. Rank held TrueShares Quarterly Bull Hedge ETF as of Q2 2026.

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