GBFP
CPAG

Golden Bell Financial Planning’s F/m Compoundr U.S. Aggregate Bond ETF CPAG Stock Holding History

Golden Bell Financial Planning’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 		$767K Hold
7,472
– – 0.56% 23
2026
Q1 		$764K Hold
7,472
– – 0.61% 22
2025
Q4 		$764K Buy
+7,472
New +$763K 0.64% 21

Other funds holding CPAG

EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
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
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

Golden Bell Financial Planning's CPAG Position: Q2 2026 in Review

Golden Bell Financial Planning held its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) position steady in Q2 2026 at 7,472 shares worth $767K. The position accounts for 0.56% of the portfolio, ranked #23.

Golden Bell Financial Planning first reported a position in CPAG in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • Golden Bell Financial Planning held 7,472 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $767K as of Q2 2026.
  • Golden Bell Financial Planning left its F/m Compoundr U.S. Aggregate Bond ETF share count unchanged in Q2 2026.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 0.56% of Golden Bell Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Golden Bell Financial Planning first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.