Perspective Wealth Advisors’s F/M 3-Year Investment Grade Corporate Bond ETF ZTRE Stock Holding History

Perspective Wealth Advisors’s Portfolio ZTRE Stock Details ZTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38,408	Closed	-$1.97M	–	57
2025 Q4	$1.97M	Buy	+38,408	New	+$1.97M	1.4%	22

Other funds holding ZTRE

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perspective Wealth Advisors's ZTRE Position: Q1 2026 in Review

Perspective Wealth Advisors sold out of F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) in Q1 2026, closing a stake of 38,408 shares — an estimated $1.97M sold.

Perspective Wealth Advisors first reported a position in ZTRE in Q4 2025 and held it in 1 quarter. The position peaked at $1.97M in Q4 2025. 9 funds tracked by Wall St. Rank hold ZTRE as of Q1 2026.

Perspective Wealth Advisors reported no remaining F/M 3-Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Perspective Wealth Advisors sold 38,408 F/M 3-Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.97M.
Perspective Wealth Advisors first reported a position in F/M 3-Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
Perspective Wealth Advisors's F/M 3-Year Investment Grade Corporate Bond ETF position peaked at $1.97M in Q4 2025.
9 funds tracked by Wall St. Rank held F/M 3-Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Perspective Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.