EP
CPHY

Essential Partners’s F/m Compoundr High Yield Bond ETF CPHY Stock Holding History

Essential Partners’s Portfolio CPHY Stock Details CPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.06K Hold
100
– – ﹤0.01% 1569
2025
Q4 		$5.13K Hold
100
– – ﹤0.01% 1422
2025
Q3 		$5.08K Buy
+100
New +$5.05K ﹤0.01% 1421

Other funds holding CPHY

AFP
ATX Financial Planning Austin, Texas $132M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return