Buckingham Strategic Wealth’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Buckingham Strategic Wealth’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 Q4	–	Sell	-11,869	Closed	-$429K	–	608
2021 Q3	$429K	Hold	11,869	–	–	0.01%	387
2021 Q2	$445K	Buy	11,869 +3	+0%	+$115	0.01%	388
2021 Q1	$426K	Sell	11,866 -465	-4%	-$16.3K	0.02%	365
2020 Q4	$414K	Hold	12,331	–	–	0.02%	351
2020 Q3	$346K	Hold	12,331	–	–	0.03%	336
2020 Q2	$303K	Hold	12,331	–	–	0.03%	313
2020 Q1	$258K	Hold	12,331	–	–	0.02%	371
2019 Q4	$356K	Buy	12,331 +1,580	+15%	+$44.2K	0.03%	315
2019 Q3	$280K	Hold	10,751	–	–	0.03%	334
2019 Q2	$290K	Buy	10,751 +451	+4%	+$12K	0.03%	351
2019 Q1	$283K	Hold	10,300	–	–	0.04%	326
2018 Q4	$248K	Buy	+10,300	New	+$283K	0.04%	296

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 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

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Buckingham Strategic Wealth's CUT Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2021, closing a stake of 11,869 shares — an estimated $429K sold.

Buckingham Strategic Wealth first reported a position in CUT in Q4 2018 and held it in 12 quarters. The position peaked at $445K in Q2 2021. 52 funds tracked by Wall St. Rank hold CUT as of Q4 2021.

Buckingham Strategic Wealth reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2021 after selling out during the quarter.
Buckingham Strategic Wealth sold 11,869 Invesco MSCI Global Timber ETF shares in Q4 2021, an estimated $429K.
Buckingham Strategic Wealth first reported a position in Invesco MSCI Global Timber ETF in Q4 2018 and held it in 12 quarters.
Buckingham Strategic Wealth's Invesco MSCI Global Timber ETF position peaked at $445K in Q2 2021.
52 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.