FGAM
CUT icon

Financial Gravity Asset Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-16
Closed -$519 – 1657
2024
Q1 		$519 Buy
16
+14
+700% +$442 ﹤0.01% 1365
2023
Q4 		$47 Buy
2
+1
+100% +$30 ﹤0.01% 1338
2023
Q3 		$22 Sell
1
-28
-97% -$849 ﹤0.01% 1124
2023
Q2 		$4.61K Sell
29
-1
-3% -$30 0.01% 494
2023
Q1 		$23 Hold
30
– – ﹤0.01% 792
2022
Q4 		$4.65K Sell
30
-26
-46% -$790 0.02% 415
2022
Q3 		$21 Sell
56
-6
-10% -$189 ﹤0.01% 717
2022
Q2 		$24 Sell
62
-8
-11% -$274 ﹤0.01% 640
2022
Q1 		$28 Sell
70
-4
-5% -$143 ﹤0.01% 687
2021
Q4 		$29 Buy
74
+73
+7,300% +$2.67K ﹤0.01% 776
2021
Q3 		$36K Hold
1
– – 0.02% 668
2021
Q2 		$38K Buy
+1
New +$38 0.01% 654
2019
Q4 		– Sell
-162
Closed -$4K – 1435
2019
Q3 		$4K Buy
162
+12
+8% +$309 ﹤0.01% 730
2019
Q2 		$4K Sell
150
-82
-35% -$2.19K ﹤0.01% 719
2019
Q1 		$6K Buy
+232
New +$6.28K ﹤0.01% 644
2018
Q3 		$6K Sell
216
-22
-9% -$715 0.01% 674
2018
Q2 		$8K Sell
238
-85
-26% -$2.84K 0.01% 609
2018
Q1 		$11K Buy
+323
New +$10.5K 0.01% 571

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Financial Gravity Asset Management's CUT Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2024, closing a stake of 16 shares — an estimated $519 sold.

Financial Gravity Asset Management first reported a position in CUT in Q1 2018 and held it in 18 quarters. The position peaked at $38K in Q2 2021. 29 funds tracked by Wall St. Rank hold CUT as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 16 Invesco MSCI Global Timber ETF shares in Q2 2024, an estimated $519.
  • Financial Gravity Asset Management first reported a position in Invesco MSCI Global Timber ETF in Q1 2018 and held it in 18 quarters.
  • Financial Gravity Asset Management's Invesco MSCI Global Timber ETF position peaked at $38K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.