Clear Perspectives Financial Planning’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$8.39K	Hold	281	–	–	﹤0.01%	146
2022 Q4	$8.5K	Hold	281	–	–	﹤0.01%	158
2022 Q3	$8K	Hold	281	–	–	﹤0.01%	150
2022 Q2	$9K	Hold	281	–	–	﹤0.01%	155
2022 Q1	$10K	Hold	281	–	–	﹤0.01%	161
2021 Q4	$10K	Hold	281	–	–	﹤0.01%	174
2021 Q3	$10K	Hold	281	–	–	﹤0.01%	162
2021 Q2	$11K	Hold	281	–	–	0.01%	162
2021 Q1	$10K	Hold	281	–	–	0.01%	150
2020 Q4	$9K	Buy	+281	New	+$8.69K	0.01%	147

Other funds holding CUT

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

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

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

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

FWP

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

Clear Perspectives Financial Planning's CUT Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Invesco MSCI Global Timber ETF (CUT) position steady in Q1 2023 at 281 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Clear Perspectives Financial Planning first reported a position in CUT in Q4 2020 and has held it in 10 quarters since. The position peaked at $11K in Q2 2021. 40 funds tracked by Wall St. Rank hold CUT as of Q1 2023.

Clear Perspectives Financial Planning held 281 shares of Invesco MSCI Global Timber ETF worth $8.39K as of Q1 2023.
Clear Perspectives Financial Planning left its Invesco MSCI Global Timber ETF share count unchanged in Q1 2023.
Invesco MSCI Global Timber ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #146 holding.
Clear Perspectives Financial Planning first reported a position in Invesco MSCI Global Timber ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Invesco MSCI Global Timber ETF position peaked at $11K in Q2 2021.
40 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.