Ancora Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Ancora Advisors’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
2022 Q4	–	Sell	-1,100	Closed	-$30K	–	1830
2022 Q3	$30K	Hold	1,100	–	–	﹤0.01%	1224
2022 Q2	$34K	Hold	1,100	–	–	﹤0.01%	1286
2022 Q1	$39K	Hold	1,100	–	–	﹤0.01%	1344
2021 Q4	$41K	Buy	1,100 +500	+83%	+$18.3K	﹤0.01%	1350
2021 Q3	$22K	Hold	600	–	–	﹤0.01%	1449
2021 Q2	$22K	Hold	600	–	–	﹤0.01%	1322
2021 Q1	$22K	Hold	600	–	–	﹤0.01%	1275
2020 Q4	$20K	Hold	600	–	–	﹤0.01%	1063
2020 Q3	$17K	Hold	600	–	–	﹤0.01%	1048
2020 Q2	$15K	Hold	600	–	–	﹤0.01%	1032
2020 Q1	$13K	Hold	600	–	–	﹤0.01%	1127
2019 Q4	$17K	Buy	+600	New	+$16.8K	﹤0.01%	1088
2018 Q4	–	Sell	-600	Closed	-$19K	–	729
2018 Q3	$19K	Buy	+600	New	+$19.5K	﹤0.01%	1078
2017 Q1	–	Sell	-600	Closed	-$15K	–	695
2016 Q4	$15K	Buy	+600	New	+$14.8K	﹤0.01%	987

Other funds holding CUT

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ancora Advisors's CUT Position: Q4 2022 in Review

Ancora Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2022, closing a stake of 1,100 shares — an estimated $30K sold.

Ancora Advisors first reported a position in CUT in Q4 2016 and held it in 14 quarters. The position peaked at $41K in Q4 2021. 43 funds tracked by Wall St. Rank hold CUT as of Q4 2022.

Ancora Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2022 after selling out during the quarter.
Ancora Advisors sold 1,100 Invesco MSCI Global Timber ETF shares in Q4 2022, an estimated $30K.
Ancora Advisors first reported a position in Invesco MSCI Global Timber ETF in Q4 2016 and held it in 14 quarters.
Ancora Advisors's Invesco MSCI Global Timber ETF position peaked at $41K in Q4 2021.
43 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2022.

Based on Ancora Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.