Clear Point Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-27	Closed	-$954	–	203
2024 Q3	$954	Hold	27	–	–	﹤0.01%	481
2024 Q2	$871	Hold	27	–	–	﹤0.01%	475
2024 Q1	$905	Hold	27	–	–	﹤0.01%	470
2023 Q4	$855	Buy	+27	New	+$823	﹤0.01%	458

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

AFG

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

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

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

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

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

FWP

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Point Advisors's CUT Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2024, closing a stake of 27 shares — an estimated $954 sold.

Clear Point Advisors first reported a position in CUT in Q4 2023 and held it in 4 quarters. The position peaked at $954 in Q3 2024. 35 funds tracked by Wall St. Rank hold CUT as of Q4 2024.

Clear Point Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 27 Invesco MSCI Global Timber ETF shares in Q4 2024, an estimated $954.
Clear Point Advisors first reported a position in Invesco MSCI Global Timber ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Invesco MSCI Global Timber ETF position peaked at $954 in Q3 2024.
35 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.