CWMK
CPAG

Caliber Wealth Management (Kansas)’s F/m Compoundr U.S. Aggregate Bond ETF CPAG Stock Holding History

Caliber Wealth Management (Kansas)’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 		$798K Hold
7,772
– – 0.08% 148
2026
Q1 		$794K Buy
7,772
+2,893
+59% +$297K 0.09% 143
2025
Q4 		$499K Buy
+4,879
New +$499K 0.05% 172

Other funds holding CPAG

SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CPAG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) position steady in Q2 2026 at 7,772 shares worth $798K. The position accounts for 0.08% of the portfolio, ranked #148.

Caliber Wealth Management (Kansas) first reported a position in CPAG in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 7,772 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $798K as of Q2 2026.
  • Caliber Wealth Management (Kansas) left its F/m Compoundr U.S. Aggregate Bond ETF share count unchanged in Q2 2026.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 0.08% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #148 holding.
  • Caliber Wealth Management (Kansas) first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.