EMC
CPAG

Everest Management Corp’s F/m Compoundr U.S. Aggregate Bond ETF CPAG Stock Holding History

Everest Management Corp’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 		$6.69M Buy
65,135
+56,384
+644% +$5.77M 2.49% 9
2026
Q1 		$894K Buy
+8,751
New +$898K 0.45% 32

Other funds holding CPAG

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
AFP
ATX Financial Planning Austin, Texas $151M AUM

Everest Management Corp's CPAG Position: Q2 2026 in Review

Everest Management Corp increased its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) stake by 644% in Q2 2026, buying an estimated $5.77M and bringing the position to 65,135 shares worth $6.69M. The position accounts for 2.49% of the portfolio, ranked #9.

Everest Management Corp first reported a position in CPAG in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • Everest Management Corp held 65,135 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $6.69M as of Q2 2026.
  • Everest Management Corp bought 56,384 F/m Compoundr U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $5.77M.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 2.49% of Everest Management Corp's portfolio in Q2 2026, its #9 holding.
  • Everest Management Corp first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.