ATX Financial Planning’s F/m Compoundr High Yield Bond ETF CPHY Stock Holding History

ATX Financial Planning’s Portfolio CPHY Stock Details CPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Sell	7,736 -821	-10%	-$42.1K	0.26%	59
2026 Q1	$433K	Buy	+8,557	New	+$440K	0.33%	54

Other funds holding CPHY

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $217M AUM 47.35% 1-Year Est. Return

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

ATX Financial Planning reduced its F/m Compoundr High Yield Bond ETF (CPHY) stake by 9.6% in Q2 2026, selling an estimated $42.1K and leaving 7,736 shares worth $399K. The position accounts for 0.26% of the portfolio, ranked #59.

ATX Financial Planning first reported a position in CPHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $433K in Q1 2026. 5 funds tracked by Wall St. Rank hold CPHY as of Q2 2026.

ATX Financial Planning held 7,736 shares of F/m Compoundr High Yield Bond ETF worth $399K as of Q2 2026.
ATX Financial Planning sold 821 F/m Compoundr High Yield Bond ETF shares in Q2 2026, an estimated $42.1K.
F/m Compoundr High Yield Bond ETF made up 0.26% of ATX Financial Planning's portfolio in Q2 2026, its #59 holding.
ATX Financial Planning first reported a position in F/m Compoundr High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
ATX Financial Planning's F/m Compoundr High Yield Bond ETF position peaked at $433K in Q1 2026.
5 funds tracked by Wall St. Rank held F/m Compoundr High Yield Bond ETF as of Q2 2026.

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