CTWM
USEW icon

Cherry Tree Wealth Management’s Cambria US EW ETF USEW Stock Holding History

Cherry Tree Wealth Management’s Portfolio USEW Stock Details USEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Hold
39,965
– – 0.42% 50
2026
Q1 		$1.95M Hold
39,965
– – 0.41% 50
2025
Q4 		$2.03M Buy
+39,965
New +$2.04M 0.43% 50

Other funds holding USEW

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
AWP
Astra Wealth Partners Jersey City, New Jersey $188M AUM 26.79% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Cherry Tree Wealth Management's USEW Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Cambria US EW ETF (USEW) position steady in Q2 2026 at 39,965 shares worth $2.23M. The position accounts for 0.42% of the portfolio, ranked #50.

Cherry Tree Wealth Management first reported a position in USEW in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold USEW as of Q2 2026.

  • Cherry Tree Wealth Management held 39,965 shares of Cambria US EW ETF worth $2.23M as of Q2 2026.
  • Cherry Tree Wealth Management left its Cambria US EW ETF share count unchanged in Q2 2026.
  • Cambria US EW ETF made up 0.42% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Cherry Tree Wealth Management first reported a position in Cambria US EW ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Cambria US EW ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.