Everest Management Corp
CPAG icon

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
Q3 		$13.9M Buy
140,394
+75,259
+116% +$7.62M 4.52% 6
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

Stegent Equity Advisors
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
Flynn Zito Capital Management
Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return
Caliber Wealth Management (Kansas)
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.02B AUM 17.76% 1-Year Est. Return
Golden Bell Financial Planning
Golden Bell Financial Planning Alpharetta, Georgia $135M AUM 6.22% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Crew Capital Management
Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Everest Management Corp's CPAG Position: Q3 2026 in Review

Everest Management Corp increased its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) stake by 116% in Q3 2026, buying an estimated $7.62M and bringing the position to 140,394 shares worth $13.9M. The position accounts for 4.52% of the portfolio, ranked #6.

Everest Management Corp first reported a position in CPAG in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold CPAG as of Q3 2026.

  • Everest Management Corp held 140,394 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $13.9M as of Q3 2026.
  • Everest Management Corp bought 75,259 F/m Compoundr U.S. Aggregate Bond ETF shares in Q3 2026, an estimated $7.62M.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 4.52% of Everest Management Corp's portfolio in Q3 2026, its #6 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 3 quarters since.
  • 11 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q3 2026.

Based on Everest Management Corp's 13F filing for Q3 2026, filed 10 Nov 2026.