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 Q1	$295K	Buy	+2,886	New	+$296K	0.22%	66

Other funds holding CPAG

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Everest Management Corp Cupertino, California $197M AUM 26.63% 1-Year Est. Return

Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return

Golden Bell Financial Planning Alpharetta, Georgia $125M AUM 12.52% 1-Year Est. Return

Signet Private Wealth Chicago, Illinois $105M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

Family Office Research Bethesda, Maryland $230M AUM 23.5% 1-Year Est. Return

ATX Financial Planning's CPAG Position: Q1 2026 in Review

ATX Financial Planning opened a new position in F/m Compoundr U.S. Aggregate Bond ETF (CPAG) in Q1 2026: 2,886 shares worth $295K. The stake represents 0.22% of the portfolio and ranks #66 among its holdings.

14 funds tracked by Wall St. Rank hold CPAG as of Q1 2026.

ATX Financial Planning held 2,886 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $295K as of Q1 2026.
F/m Compoundr U.S. Aggregate Bond ETF was a new ATX Financial Planning position in Q1 2026.
F/m Compoundr U.S. Aggregate Bond ETF made up 0.22% of ATX Financial Planning's portfolio in Q1 2026, its #66 holding.
14 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.