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Freedom Investment Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Freedom Investment 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
-5,917
Closed -$201K – 796
2024
Q1 		$201K Sell
5,917
-502
-8% -$15.8K 0.02% 750
2023
Q4 		$206K Sell
6,419
-949
-13% -$28.9K 0.02% 703
2023
Q3 		$222K Buy
7,368
+507
+7% +$15.4K 0.03% 594
2023
Q2 		$202K Sell
6,861
-403
-6% -$11.9K 0.02% 651
2023
Q1 		$217K Sell
7,264
-1,237
-15% -$38.1K 0.02% 638
2022
Q4 		$257K Sell
8,501
-1,210
-12% -$36.8K 0.03% 611
2022
Q3 		$268K Sell
9,711
-217
-2% -$6.82K 0.03% 595
2022
Q2 		$308K Sell
9,928
-664
-6% -$22.8K 0.03% 581
2022
Q1 		$374K Buy
10,592
+853
+9% +$30.6K 0.03% 563
2021
Q4 		$361K Buy
9,739
+1,738
+22% +$63.5K 0.03% 620
2021
Q3 		$289K Sell
8,001
-496
-6% -$18.8K 0.02% 646
2021
Q2 		$319K Buy
8,497
+671
+9% +$25.6K 0.02% 666
2021
Q1 		$281K Buy
+7,826
New +$275K 0.02% 686
2018
Q3 		– Sell
-38,108
Closed -$1.24M – 918
2018
Q2 		$1.24M Buy
38,108
+220
+0.6% +$7.35K 0.07% 287
2018
Q1 		$1.24M Sell
37,888
-2,000
-5% -$65.2K 0.06% 303
2017
Q4 		$1.27M Sell
39,888
-203
-0.5% -$6.33K 0.06% 275
2017
Q3 		$1.21M Buy
40,091
+88
+0.2% +$2.56K 0.07% 275
2017
Q2 		$1.14M Buy
40,003
+401
+1% +$11K 0.07% 268
2017
Q1 		$1.04M Buy
39,602
+4,130
+12% +$108K 0.06% 282
2016
Q4 		$879K Buy
35,472
+355
+1% +$8.77K 0.06% 286
2016
Q3 		$875K Buy
35,117
+1,966
+6% +$47.8K 0.06% 280
2016
Q2 		$756K Buy
33,151
+3,070
+10% +$70.9K 0.05% 297
2016
Q1 		$694K Sell
30,081
-2,003
-6% -$42.8K 0.05% 297
2015
Q4 		$756K Sell
32,084
-7,221
-18% -$177K 0.06% 274
2015
Q3 		$609K Buy
39,305
+5,034
+15% +$123K 0.06% 276
2015
Q2 		$873K Sell
34,271
-3,450
-9% -$90.6K 0.09% 184
2015
Q1 		$966K Sell
37,721
-4,667
-11% -$117K 0.11% 143
2014
Q4 		$1.03M Buy
42,388
+227
+0.5% +$5.46K 0.13% 119
2014
Q3 		$991K Buy
42,161
+20,581
+95% +$504K 0.17% 93
2014
Q2 		$544K Sell
21,580
-430
-2% -$10.8K 0.09% 210
2014
Q1 		$557K Sell
22,010
-1,252
-5% -$31.9K 0.12% 165
2013
Q4 		$602K Sell
23,262
-605
-3% -$15.2K 0.15% 124
2013
Q3 		$582K Sell
23,867
-2,472
-9% -$57.7K 0.17% 102
2013
Q2 		$572K Buy
+26,339
New +$590K 0.19% 89

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 $1.73B AUM 20.99% 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

Freedom Investment Management's CUT Position: Q2 2024 in Review

Freedom Investment Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2024, closing a stake of 5,917 shares — an estimated $201K sold.

Freedom Investment Management first reported a position in CUT in Q2 2013 and held it in 34 quarters. The position peaked at $1.27M in Q4 2017. 29 funds tracked by Wall St. Rank hold CUT as of Q2 2024.

  • Freedom Investment Management reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 5,917 Invesco MSCI Global Timber ETF shares in Q2 2024, an estimated $201K.
  • Freedom Investment Management first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and held it in 34 quarters.
  • Freedom Investment Management's Invesco MSCI Global Timber ETF position peaked at $1.27M in Q4 2017.
  • 29 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.