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Compass Wealth Management LLC → EXP

Compass Wealth Management LLC EXP Position History

Eagle Materials Inc. • Manufacturing

Quarters held
2
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$1.8M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M11.2K——
Q2 2026$1.8M7.8K——

Other funds holding EXP

Other Compass Wealth Management LLC positions

WBS-PG

WEBSTER FINL CORP

$31.8M
AVGO

BROADCOM INC

$31.8M
AVGO

BROADCOM INC

$31.3M
AVGO

BROADCOM INC

$29.7M
AVGO

BROADCOM INC

$27M
AVGO

BROADCOM INC

$25.5M
AMAT

APPLIED MATLS INC

$24.8M
IVZ

INVESCO EXCHANGE TRADED FD T

$23.9M