Cherry Tree Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.5K	Hold	1,333	–	–	0.01%	331
2025 Q4	$25.2K	Sell	1,333 -191	-13%	-$3.65K	0.01%	328
2025 Q3	$29.6K	Sell	1,524 -1,179	-44%	-$22.8K	0.01%	301
2025 Q2	$50.9K	Sell	2,703 -193	-7%	-$3.6K	0.01%	256
2025 Q1	$55.1K	Sell	2,896 -11,632	-80%	-$228K	0.01%	253
2024 Q4	$283K	Buy	14,528 +410	+3%	+$8.35K	0.07%	134
2024 Q3	$293K	Sell	14,118 -1,223	-8%	-$24.6K	0.07%	139
2024 Q2	$302K	Buy	15,341 +1,028	+7%	+$20.2K	0.08%	134
2024 Q1	$289K	Buy	14,313 +15	+0.1%	+$299	0.07%	137
2023 Q4	$277K	Sell	14,298 -20,167	-59%	-$375K	0.07%	132
2023 Q3	$648K	Sell	34,465 -1,452	-4%	-$27.8K	0.19%	70
2023 Q2	$696K	Buy	+35,917	New	+$696K	0.2%	69

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Global X US Preferred ETF (PFFD) position steady in Q1 2026 at 1,333 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #331.

Cherry Tree Wealth Management first reported a position in PFFD in Q2 2023 and has held it in 12 quarters since. The position peaked at $696K in Q2 2023. 281 funds tracked by Wall St. Rank hold PFFD as of Q1 2026.

Cherry Tree Wealth Management held 1,333 shares of Global X US Preferred ETF worth $24.5K as of Q1 2026.
Cherry Tree Wealth Management left its Global X US Preferred ETF share count unchanged in Q1 2026.
Global X US Preferred ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #331 holding.
Cherry Tree Wealth Management first reported a position in Global X US Preferred ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Global X US Preferred ETF position peaked at $696K in Q2 2023.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2026.

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