IAA
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Independent Advisor Alliance’s Compass Therapeutics CMPX Stock Holding History

Independent Advisor Alliance’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$94.7K Hold
17,894
– – ﹤0.01% 1549
2025
Q4 		$96.1K Hold
17,894
– – ﹤0.01% 966
2025
Q3 		$62.6K Sell
17,894
-526
-3% -$1.66K ﹤0.01% 924
2025
Q2 		$47.9K Sell
18,420
-30
-0.2% -$62 ﹤0.01% 872
2025
Q1 		$35.1K Buy
18,450
+502
+3% +$1.33K ﹤0.01% 800
2024
Q4 		$26K Buy
+17,948
New +$29.8K ﹤0.01% 1342

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Independent Advisor Alliance's CMPX Position: Q1 2026 in Review

Independent Advisor Alliance held its Compass Therapeutics (CMPX) position steady in Q1 2026 at 17,894 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Independent Advisor Alliance first reported a position in CMPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $96.1K in Q4 2025. 201 funds tracked by Wall St. Rank hold CMPX as of Q1 2026.

  • Independent Advisor Alliance held 17,894 shares of Compass Therapeutics worth $94.7K as of Q1 2026.
  • Independent Advisor Alliance left its Compass Therapeutics share count unchanged in Q1 2026.
  • Compass Therapeutics made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1549 holding.
  • Independent Advisor Alliance first reported a position in Compass Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Compass Therapeutics position peaked at $96.1K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Compass Therapeutics as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.