Creative Planning’s F/M 2-Year Investment Grade Corporate Bond ETF ZTWO Stock Holding History

Creative Planning’s Portfolio ZTWO Stock Details ZTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Hold	3,986	–	–	﹤0.01%	3872
2026 Q1	$201K	Hold	3,986	–	–	﹤0.01%	3732
2025 Q4	$203K	Hold	3,986	–	–	﹤0.01%	3545
2025 Q3	$203K	Hold	3,986	–	–	﹤0.01%	3474
2025 Q2	$203K	Hold	3,986	–	–	﹤0.01%	3209
2025 Q1	$202K	Sell	3,986 -226	-5%	-$11.4K	﹤0.01%	3067
2024 Q4	$212K	Buy	4,212 +226	+6%	+$11.4K	﹤0.01%	2933
2024 Q3	$203K	Buy	+3,986	New	+$201K	﹤0.01%	2824

Other funds holding ZTWO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM

HORAN Wealth Cincinnati, Ohio $800M AUM 23.65% 1-Year Est. Return

Creative Planning's ZTWO Position: Q2 2026 in Review

Creative Planning held its F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) position steady in Q2 2026 at 3,986 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #3872.

Creative Planning first reported a position in ZTWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $212K in Q4 2024. 11 funds tracked by Wall St. Rank hold ZTWO as of Q2 2026.

Creative Planning held 3,986 shares of F/M 2-Year Investment Grade Corporate Bond ETF worth $201K as of Q2 2026.
Creative Planning left its F/M 2-Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
F/M 2-Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3872 holding.
Creative Planning first reported a position in F/M 2-Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Creative Planning's F/M 2-Year Investment Grade Corporate Bond ETF position peaked at $212K in Q4 2024.
11 funds tracked by Wall St. Rank held F/M 2-Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.