Retirement Wealth Solutions
CMPS icon

Retirement Wealth Solutions’s Compass Pathways CMPS Stock Holding History

Retirement Wealth Solutions’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 		$971 Sell
78
-11
-12% -$146 ﹤0.01% 742
2026
Q2 		$1.26K Buy
+89
New +$903 ﹤0.01% 606

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Axxion S.A.
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CenterBook Partners
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Hennion & Walsh Asset Management
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Premier Fund Managers
Premier Fund Managers Guildford, United Kingdom $978M AUM 14.27% 1-Year Est. Return
Royce & Associates
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Lisanti Capital Growth
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ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Retirement Wealth Solutions's CMPS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Compass Pathways (CMPS) stake by 12% in Q3 2026, selling an estimated $146 and leaving 78 shares worth $971. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Retirement Wealth Solutions first reported a position in CMPS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.26K in Q2 2026. 104 funds tracked by Wall St. Rank hold CMPS as of Q3 2026.

  • Retirement Wealth Solutions held 78 shares of Compass Pathways worth $971 as of Q3 2026.
  • Retirement Wealth Solutions sold 11 Compass Pathways shares in Q3 2026, an estimated $146.
  • Compass Pathways made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #742 holding.
  • Retirement Wealth Solutions first reported a position in Compass Pathways in Q2 2026 and has held it in 2 quarters since.
  • Retirement Wealth Solutions's Compass Pathways position peaked at $1.26K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Compass Pathways as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.