AF
CUT icon

Advisornet Financial’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Advisornet Financial’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5
Closed -$151 – 2442
2023
Q3 		$151 Buy
+5
New +$152 ﹤0.01% 2172

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Advisornet Financial's CUT Position: Q4 2023 in Review

Advisornet Financial sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2023, closing a stake of 5 shares — an estimated $151 sold.

Advisornet Financial first reported a position in CUT in Q3 2023 and held it in 1 quarter. The position peaked at $151 in Q3 2023. 41 funds tracked by Wall St. Rank hold CUT as of Q4 2023.

  • Advisornet Financial reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 5 Invesco MSCI Global Timber ETF shares in Q4 2023, an estimated $151.
  • Advisornet Financial first reported a position in Invesco MSCI Global Timber ETF in Q3 2023 and held it in 1 quarter.
  • Advisornet Financial's Invesco MSCI Global Timber ETF position peaked at $151 in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.