Perspective Wealth Advisors’s F/M 2-Year Investment Grade Corporate Bond ETF ZTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38,083	Closed	-$1.93M	–	58
2025 Q4	$1.93M	Buy	+38,083	New	+$1.94M	1.38%	25

Other funds holding ZTWO

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

CCM

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

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

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

CBT

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM

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

Perspective Wealth Advisors sold out of F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) in Q1 2026, closing a stake of 38,083 shares — an estimated $1.93M sold.

Perspective Wealth Advisors first reported a position in ZTWO in Q4 2025 and held it in 1 quarter. The position peaked at $1.93M in Q4 2025. 12 funds tracked by Wall St. Rank hold ZTWO as of Q1 2026.

Perspective Wealth Advisors reported no remaining F/M 2-Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Perspective Wealth Advisors sold 38,083 F/M 2-Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.93M.
Perspective Wealth Advisors first reported a position in F/M 2-Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
Perspective Wealth Advisors's F/M 2-Year Investment Grade Corporate Bond ETF position peaked at $1.93M in Q4 2025.
12 funds tracked by Wall St. Rank held F/M 2-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.