Cherry Tree Wealth Management’s abrdn Global Income Fund FCO Stock Holding History

Cherry Tree Wealth Management’s Portfolio FCO Stock Details FCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-350	Closed	-$1.02K	–	591
2025 Q4	$1.02K	Hold	350	–	–	﹤0.01%	538
2025 Q3	$1.04K	Hold	350	–	–	﹤0.01%	542
2025 Q2	$2.24K	Hold	350	–	–	﹤0.01%	527
2025 Q1	$2.1K	Hold	350	–	–	﹤0.01%	625
2024 Q4	$2.06K	Hold	350	–	–	﹤0.01%	540
2024 Q3	$2.1K	Hold	350	–	–	﹤0.01%	533
2024 Q2	$2.03K	Hold	350	–	–	﹤0.01%	517
2024 Q1	$1.9K	Hold	350	–	–	﹤0.01%	513
2023 Q4	$2.26K	Sell	350 -350	-50%	-$2.13K	﹤0.01%	493
2023 Q3	$4.19K	Hold	700	–	–	﹤0.01%	422
2023 Q2	$4.17K	Buy	+700	New	+$3.67K	﹤0.01%	427

Other funds holding FCO

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Cherry Tree Wealth Management's FCO Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of abrdn Global Income Fund (FCO) in Q1 2026, closing a stake of 350 shares — an estimated $1.02K sold.

Cherry Tree Wealth Management first reported a position in FCO in Q2 2023 and held it in 11 quarters. The position peaked at $4.19K in Q3 2023. 19 funds tracked by Wall St. Rank hold FCO as of Q1 2026.

Cherry Tree Wealth Management reported no remaining abrdn Global Income Fund position as of Q1 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 350 abrdn Global Income Fund shares in Q1 2026, an estimated $1.02K.
Cherry Tree Wealth Management first reported a position in abrdn Global Income Fund in Q2 2023 and held it in 11 quarters.
Cherry Tree Wealth Management's abrdn Global Income Fund position peaked at $4.19K in Q3 2023.
19 funds tracked by Wall St. Rank held abrdn Global Income Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.