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

Arkadios Wealth 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
2021 Q3	–	Sell	-300	Closed	-$11K	–	1900
2021 Q2	$11K	Hold	300	–	–	﹤0.01%	1498
2021 Q1	$10K	Buy	300 +97	+48%	+$3.41K	﹤0.01%	1185
2020 Q4	$6K	Buy	+203	New	+$6.27K	﹤0.01%	1062

Other funds holding CUT

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Arkadios Wealth Advisors's CUT Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q3 2021, closing a stake of 300 shares — an estimated $11K sold.

Arkadios Wealth Advisors first reported a position in CUT in Q4 2020 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 51 funds tracked by Wall St. Rank hold CUT as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 300 Invesco MSCI Global Timber ETF shares in Q3 2021, an estimated $11K.
Arkadios Wealth Advisors first reported a position in Invesco MSCI Global Timber ETF in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's Invesco MSCI Global Timber ETF position peaked at $11K in Q2 2021.
51 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.