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

Cardiff Park 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
2026 Q3	$499K	Buy	+17,769	New	+$520K	0.03%	184
2026 Q2	–	Sell	-18,238	Closed	-$523K	–	368
2026 Q1	$523K	Buy	+18,238	New	+$550K	0.04%	176
2025 Q4	–	Sell	-17,826	Closed	-$527K	–	360
2025 Q3	$527K	Buy	+17,826	New	+$545K	0.04%	174
2024 Q2	–	Sell	-17,335	Closed	-$588K	–	336
2024 Q1	$588K	Buy	+17,335	New	+$547K	0.06%	148

Other funds holding CUT

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.51B AUM 13.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $310M AUM 48.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cardiff Park Advisors's CUT Position: Q3 2026 in Review

Cardiff Park Advisors opened a new position in Invesco MSCI Global Timber ETF (CUT) in Q3 2026: 17,769 shares worth $499K. The stake represents 0.03% of the portfolio and ranks #184 among its holdings. This is a return to the name: Cardiff Park Advisors previously reported a position in CUT as recently as Q1 2026.

Cardiff Park Advisors first reported a position in CUT in Q1 2024 and has held it in 4 quarters since. The position peaked at $588K in Q1 2024. 20 funds tracked by Wall St. Rank hold CUT as of Q3 2026.

Cardiff Park Advisors held 17,769 shares of Invesco MSCI Global Timber ETF worth $499K as of Q3 2026.
Invesco MSCI Global Timber ETF was a new Cardiff Park Advisors position in Q3 2026.
Invesco MSCI Global Timber ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q3 2026, its #184 holding.
Cardiff Park Advisors first reported a position in Invesco MSCI Global Timber ETF in Q1 2024 and has held it in 4 quarters since.
Cardiff Park Advisors's Invesco MSCI Global Timber ETF position peaked at $588K in Q1 2024.
20 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.