EWM
CPAG

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

Evolution Wealth Management’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 		$71.4K Buy
+696
New +$71.3K 0.04% 262

Other funds holding CPAG

SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Evolution Wealth Management's CPAG Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in F/m Compoundr U.S. Aggregate Bond ETF (CPAG) in Q2 2026: 696 shares worth $71.4K. The stake represents 0.04% of the portfolio and ranks #262 among its holdings.

7 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • Evolution Wealth Management held 696 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $71.4K as of Q2 2026.
  • F/m Compoundr U.S. Aggregate Bond ETF was a new Evolution Wealth Management position in Q2 2026.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #262 holding.
  • 7 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.