COMPASS FINANCIAL MANAGEMENT LLC’s F/M 10-Year Investment Grade Corporate Bond ETF ZTEN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$68.6K	Buy	+1,360	New	+$68.8K	0.01%	626

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

PFA

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

COMPASS FINANCIAL MANAGEMENT LLC's ZTEN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) in Q2 2026: 1,360 shares worth $68.6K. The stake represents 0.01% of the portfolio and ranks #626 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 1,360 shares of F/M 10-Year Investment Grade Corporate Bond ETF worth $68.6K as of Q2 2026.
F/M 10-Year Investment Grade Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
F/M 10-Year Investment Grade Corporate Bond ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #626 holding.
5 funds tracked by Wall St. Rank held F/M 10-Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.