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True Wealth Design’s Compass Therapeutics CMPX Stock Holding History

True Wealth Design’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
Q2 		$3.41K Buy
+1,557
New +$4.6K ﹤0.01% 1489
2025
Q2 		– Sell
-20
Closed -$38 – 2630
2025
Q1 		$38 Buy
+20
New +$53 ﹤0.01% 2447

Other funds holding CMPX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's CMPX Position: Q2 2026 in Review

True Wealth Design opened a new position in Compass Therapeutics (CMPX) in Q2 2026: 1,557 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CMPX as recently as Q1 2025.

True Wealth Design first reported a position in CMPX in Q1 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • True Wealth Design held 1,557 shares of Compass Therapeutics worth $3.41K as of Q2 2026.
  • Compass Therapeutics was a new True Wealth Design position in Q2 2026.
  • Compass Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1489 holding.
  • True Wealth Design first reported a position in Compass Therapeutics in Q1 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.