P
CPAG

&Partners’s F/m Compoundr U.S. Aggregate Bond ETF CPAG Stock Holding History

&Partners’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 		$2.68M Buy
25,252
+293
+1% +$30K 0.01% 871
2026
Q1 		$2.55M Buy
24,959
+11,608
+87% +$1.19M 0.01% 799
2025
Q4 		$1.41M Buy
13,351
+8,051
+152% +$823K 0.01% 1042
2025
Q3 		$538K Buy
+5,300
New +$535K ﹤0.01% 1408

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
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

&Partners's CPAG Position: Q2 2026 in Review

&Partners increased its F/m Compoundr U.S. Aggregate Bond ETF (CPAG) stake by 1.2% in Q2 2026, buying an estimated $30K and bringing the position to 25,252 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #871.

&Partners first reported a position in CPAG in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold CPAG as of Q2 2026.

  • &Partners held 25,252 shares of F/m Compoundr U.S. Aggregate Bond ETF worth $2.68M as of Q2 2026.
  • &Partners bought 293 F/m Compoundr U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $30K.
  • F/m Compoundr U.S. Aggregate Bond ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #871 holding.
  • &Partners first reported a position in F/m Compoundr U.S. Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held F/m Compoundr U.S. Aggregate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.