CTWM
VOLT

Cherry Tree Wealth Management’s Tema Electrification ETF VOLT Stock Holding History

Cherry Tree Wealth Management’s Portfolio VOLT Stock Details VOLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3K Hold
329
– – ﹤0.01% 409
2025
Q4 		$9.52K Buy
+329
New +$9.77K ﹤0.01% 431

Other funds holding VOLT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Tema Electrification ETF (VOLT) position steady in Q1 2026 at 329 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Cherry Tree Wealth Management first reported a position in VOLT in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold VOLT as of Q1 2026.

  • Cherry Tree Wealth Management held 329 shares of Tema Electrification ETF worth $11.3K as of Q1 2026.
  • Cherry Tree Wealth Management left its Tema Electrification ETF share count unchanged in Q1 2026.
  • Tema Electrification ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #409 holding.
  • Cherry Tree Wealth Management first reported a position in Tema Electrification ETF in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q1 2026.

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