CTWM
FDIQ

Cherry Tree Wealth Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Cherry Tree Wealth Management’s Portfolio FDIQ Stock Details FDIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.2K Hold
500
– – 0.01% 305
2025
Q4 		$30.9K Buy
+500
New +$30.2K 0.01% 307

Other funds holding FDIQ

BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Invesco Bloomberg Financial Data Providers ETF (FDIQ) position steady in Q1 2026 at 500 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #305.

Cherry Tree Wealth Management first reported a position in FDIQ in Q4 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold FDIQ as of Q1 2026.

  • Cherry Tree Wealth Management held 500 shares of Invesco Bloomberg Financial Data Providers ETF worth $34.2K as of Q1 2026.
  • Cherry Tree Wealth Management left its Invesco Bloomberg Financial Data Providers ETF share count unchanged in Q1 2026.
  • Invesco Bloomberg Financial Data Providers ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #305 holding.
  • Cherry Tree Wealth Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2026.

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