EP
CPAG

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
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

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

Essential Partners's CPAG Position: Q2 2026 in Review

Essential Partners held its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) position steady in Q2 2026 at 50 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Essential Partners first reported a position in CPAG in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • Essential Partners held 50 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $5.13K as of Q2 2026.
  • Essential Partners 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 ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1536 holding.
  • Essential Partners first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.