Action Point Financial Planning’s F/M 10-Year Investment Grade Corporate Bond ETF ZTEN Stock Holding History

Action Point Financial Planning’s Portfolio ZTEN Stock Details ZTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.55K	Buy	+189	New	+$9.56K	﹤0.01%	1479

Other funds holding ZTEN

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

PFA

Pillar Financial Advisors Louisville, Kentucky $191M AUM 21.21% 1-Year Est. Return

Action Point Financial Planning's ZTEN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) in Q2 2026: 189 shares worth $9.55K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings.

9 funds tracked by Wall St. Rank hold ZTEN as of Q2 2026.

Action Point Financial Planning held 189 shares of F/M 10-Year Investment Grade Corporate Bond ETF worth $9.55K as of Q2 2026.
F/M 10-Year Investment Grade Corporate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
F/M 10-Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1479 holding.
9 funds tracked by Wall St. Rank held F/M 10-Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.