Hoese & Co’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Hoese & Co’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	-200	Closed	-$7.15K	–	180
2024 Q3	$7.15K	Buy	+200	New	+$6.75K	0.01%	134

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

Hoese & Co's CUT Position: Q4 2024 in Review

Hoese & Co sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2024, closing a stake of 200 shares — an estimated $7.15K sold.

Hoese & Co first reported a position in CUT in Q3 2024 and held it in 1 quarter. The position peaked at $7.15K in Q3 2024. 35 funds tracked by Wall St. Rank hold CUT as of Q4 2024.

Hoese & Co reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2024 after selling out during the quarter.
Hoese & Co sold 200 Invesco MSCI Global Timber ETF shares in Q4 2024, an estimated $7.15K.
Hoese & Co first reported a position in Invesco MSCI Global Timber ETF in Q3 2024 and held it in 1 quarter.
Hoese & Co's Invesco MSCI Global Timber ETF position peaked at $7.15K in Q3 2024.
35 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.