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

BDO 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
2023 Q2	$30.2K	Hold	1,024	–	–	﹤0.01%	512
2023 Q1	$30.6K	Hold	1,024	–	–	﹤0.01%	508
2022 Q4	$31K	Buy	1,024 +25	+3%	+$760	﹤0.01%	494
2022 Q3	$28K	Hold	999	–	–	﹤0.01%	503
2022 Q2	$31K	Hold	999	–	–	﹤0.01%	486
2022 Q1	$35K	Hold	999	–	–	﹤0.01%	491
2021 Q4	$37K	Buy	999 +16	+2%	+$584	﹤0.01%	499
2021 Q3	$36K	Hold	983	–	–	﹤0.01%	494
2021 Q2	$37K	Hold	983	–	–	﹤0.01%	511
2021 Q1	$35K	Hold	983	–	–	﹤0.01%	506
2020 Q4	$33K	Buy	983 +15	+2%	+$464	﹤0.01%	396
2020 Q3	$27K	Hold	968	–	–	﹤0.01%	391
2020 Q2	$24K	Hold	968	–	–	﹤0.01%	405
2020 Q1	$20K	Hold	968	–	–	﹤0.01%	449
2019 Q4	$28K	Buy	968 +25	+3%	+$700	0.01%	358
2019 Q3	$25K	Hold	943	–	–	0.01%	379
2019 Q2	$25K	Hold	943	–	–	0.01%	372
2019 Q1	$26K	Hold	943	–	–	0.01%	344
2018 Q4	$23K	Buy	943 +32	+4%	+$879	0.01%	326
2018 Q3	$29K	Hold	911	–	–	0.01%	346
2018 Q2	$30K	Hold	911	–	–	0.01%	342
2018 Q1	$30K	Buy	+911	New	+$29.7K	0.01%	288
2017 Q3	–	Sell	-897	Closed	-$26K	–	457
2017 Q2	$26K	Buy	+897	New	+$24.7K	0.01%	281

Other funds holding CUT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

BDO Wealth Advisors's CUT Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco MSCI Global Timber ETF (CUT) position steady in Q2 2023 at 1,024 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

BDO Wealth Advisors first reported a position in CUT in Q2 2017 and has held it in 23 quarters since. The position peaked at $37K in Q4 2021. 39 funds tracked by Wall St. Rank hold CUT as of Q2 2023.

BDO Wealth Advisors held 1,024 shares of Invesco MSCI Global Timber ETF worth $30.2K as of Q2 2023.
BDO Wealth Advisors left its Invesco MSCI Global Timber ETF share count unchanged in Q2 2023.
Invesco MSCI Global Timber ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #512 holding.
BDO Wealth Advisors first reported a position in Invesco MSCI Global Timber ETF in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Invesco MSCI Global Timber ETF position peaked at $37K in Q4 2021.
39 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.