DFA
CPAG

DHJJ Financial Advisors’s F/m Compoundr U.S. Aggregate Bond ETF CPAG Stock Holding History

DHJJ Financial Advisors’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 		$57K Sell
555
-50
-8% -$5.12K 0.02% 397
2026
Q1 		$61.8K Hold
605
– – 0.02% 365
2025
Q4 		$61.8K Buy
605
+245
+68% +$25K 0.02% 349
2025
Q3 		$36.5K Buy
+360
New +$36.3K 0.01% 406

Other funds holding CPAG

EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
GBFP
Golden Bell Financial Planning Alpharetta, Georgia $136M AUM 12.99% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
SPW
Signet Private Wealth Chicago, Illinois $125M AUM
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

DHJJ Financial Advisors's CPAG Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) stake by 8.3% in Q2 2026, selling an estimated $5.12K and leaving 555 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #397.

DHJJ Financial Advisors first reported a position in CPAG in Q3 2025 and has held it in 4 quarters since. The position peaked at $61.8K in Q1 2026. 18 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • DHJJ Financial Advisors held 555 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $57K as of Q2 2026.
  • DHJJ Financial Advisors sold 50 F/m Compoundr U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $5.12K.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #397 holding.
  • DHJJ Financial Advisors first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • DHJJ Financial Advisors's F/m Compoundr U.S. Aggregate Bond ETF position peaked at $61.8K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.