AFP
CPAG

ATX Financial Planning’s F/m Compoundr U.S. Aggregate Bond ETF CPAG Stock Holding History

ATX Financial Planning’s Portfolio CPAG Stock Details CPAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Sell
2,698
-188
-7% -$19.2K 0.18% 73
2026
Q1 		$295K Buy
+2,886
New +$296K 0.22% 66

Other funds holding CPAG

EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
GBFP
Golden Bell Financial Planning Alpharetta, Georgia $136M AUM 12.99% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
SPW
Signet Private Wealth Chicago, Illinois $125M AUM
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

ATX Financial Planning's CPAG Position: Q2 2026 in Review

ATX Financial Planning reduced its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) stake by 6.5% in Q2 2026, selling an estimated $19.2K and leaving 2,698 shares worth $277K. The position accounts for 0.18% of the portfolio, ranked #73.

ATX Financial Planning first reported a position in CPAG in Q1 2026 and has held it in 2 quarters since. The position peaked at $295K in Q1 2026. 18 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • ATX Financial Planning held 2,698 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $277K as of Q2 2026.
  • ATX Financial Planning sold 188 F/m Compoundr U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $19.2K.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 0.18% of ATX Financial Planning's portfolio in Q2 2026, its #73 holding.
  • ATX Financial Planning first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • ATX Financial Planning's F/m Compoundr U.S. Aggregate Bond ETF position peaked at $295K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.