EPG Wealth Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

EPG Wealth Management’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
2025 Q2	–	Sell	-300	Closed	-$9.22K	–	333
2025 Q1	$9.22K	Hold	300	–	–	﹤0.01%	377
2024 Q4	$9.5K	Hold	300	–	–	﹤0.01%	379
2024 Q3	$10.7K	Buy	+300	New	+$10.1K	﹤0.01%	371
2024 Q2	–	Sell	-300	Closed	-$9.98K	–	394
2024 Q1	$10.2K	Hold	300	–	–	﹤0.01%	387
2023 Q4	$9.03K	Hold	300	–	–	﹤0.01%	378
2023 Q3	$9.04K	Hold	300	–	–	﹤0.01%	369
2023 Q2	$8.85K	Buy	+300	New	+$8.87K	﹤0.01%	362
2022 Q1	–	Sell	-305	Closed	-$11K	–	406
2021 Q4	$11K	Buy	305 +5	+2%	+$183	﹤0.01%	353
2021 Q3	$11K	Buy	+300	New	+$11.4K	﹤0.01%	328
2020 Q2	–	Sell	-300	Closed	-$6K	–	263
2020 Q1	$6K	Buy	+300	New	+$7.62K	﹤0.01%	552

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

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

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

AFG

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

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

EPG Wealth Management's CUT Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2025, closing a stake of 300 shares — an estimated $9.22K sold.

EPG Wealth Management first reported a position in CUT in Q1 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 30 funds tracked by Wall St. Rank hold CUT as of Q2 2025.

EPG Wealth Management reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 300 Invesco MSCI Global Timber ETF shares in Q2 2025, an estimated $9.22K.
EPG Wealth Management first reported a position in Invesco MSCI Global Timber ETF in Q1 2020 and held it in 10 quarters.
EPG Wealth Management's Invesco MSCI Global Timber ETF position peaked at $11K in Q4 2021.
30 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.