Diversify Wealth Management’s Compass Pathways CMPS Stock Holding History

Diversify Wealth Management’s Portfolio CMPS Stock Details CMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.5M	Buy	+129,372	New	+$1.72M	0.02%	533

Other funds holding CMPS

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

CCM

Chiron Capital Management Tallahassee, Florida $101M AUM

Diversify Wealth Management's CMPS Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Compass Pathways (CMPS) in Q3 2026: 129,372 shares worth $1.5M. The stake represents 0.02% of the portfolio and ranks #533 among its holdings.

31 funds tracked by Wall St. Rank hold CMPS as of Q3 2026.

Diversify Wealth Management held 129,372 shares of Compass Pathways worth $1.5M as of Q3 2026.
Compass Pathways was a new Diversify Wealth Management position in Q3 2026.
Compass Pathways made up 0.02% of Diversify Wealth Management's portfolio in Q3 2026, its #533 holding.
31 funds tracked by Wall St. Rank held Compass Pathways as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.