Cherry Tree Wealth Management
PFFD icon

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
Q3 		$23.5K Hold
1,333
– – ﹤0.01% 351
2026
Q2 		$24.9K Hold
1,333
– – ﹤0.01% 353
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

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Orgel Wealth Management
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Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Cherry Tree Wealth Management's PFFD Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Global X US Preferred ETF (PFFD) position steady in Q3 2026 at 1,333 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Cherry Tree Wealth Management first reported a position in PFFD in Q2 2023 and has held it in 14 quarters since. The position peaked at $696K in Q2 2023. 96 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

  • Cherry Tree Wealth Management held 1,333 shares of Global X US Preferred ETF worth $23.5K as of Q3 2026.
  • Cherry Tree Wealth Management left its Global X US Preferred ETF share count unchanged in Q3 2026.
  • Global X US Preferred ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #351 holding.
  • Cherry Tree Wealth Management first reported a position in Global X US Preferred ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Global X US Preferred ETF position peaked at $696K in Q2 2023.
  • 96 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.