Essential Partners’s F/m Compoundr U.S. Aggregate Bond ETF CPAG Stock Holding History

Essential Partners’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 Q3	$4.94K	Hold	50	–	–	﹤0.01%	1516
2026 Q2	$5.13K	Hold	50	–	–	﹤0.01%	1536
2026 Q1	$5.11K	Hold	50	–	–	﹤0.01%	1565
2025 Q4	$5.11K	Hold	50	–	–	﹤0.01%	1425
2025 Q3	$5.07K	Buy	+50	New	+$5.05K	﹤0.01%	1422

Other funds holding CPAG

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Essential Partners's CPAG Position: Q3 2026 in Review

Essential Partners held its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) position steady in Q3 2026 at 50 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Essential Partners first reported a position in CPAG in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.13K in Q2 2026. 5 funds tracked by Wall St. Rank hold CPAG as of Q3 2026.

Essential Partners held 50 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $4.94K as of Q3 2026.
Essential Partners left its F/m Compoundr U.S. Aggregate Bond ETF share count unchanged in Q3 2026.
F/m Compoundr U.S. Aggregate Bond ETF made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1516 holding.
Essential Partners first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q3 2025 and has held it in 5 quarters since.
Essential Partners's F/m Compoundr U.S. Aggregate Bond ETF position peaked at $5.13K in Q2 2026.
5 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.