FOR
CPAG

Family Office Research’s F/m Compoundr U.S. Aggregate Bond ETF CPAG Stock Holding History

Family Office Research’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 		$383K Buy
3,736
+973
+35% +$99.6K 0.14% 57
2026
Q1 		$282K Hold
2,763
– – 0.12% 58
2025
Q4 		$283K Buy
+2,763
New +$282K 0.12% 68

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Family Office Research's CPAG Position: Q2 2026 in Review

Family Office Research increased its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) stake by 35% in Q2 2026, buying an estimated $99.6K and bringing the position to 3,736 shares worth $383K. The position accounts for 0.14% of the portfolio, ranked #57.

Family Office Research first reported a position in CPAG in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • Family Office Research held 3,736 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $383K as of Q2 2026.
  • Family Office Research bought 973 F/m Compoundr U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $99.6K.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 0.14% of Family Office Research's portfolio in Q2 2026, its #57 holding.
  • Family Office Research first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.