Householder Group Estate & Retirement Specialist’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Householder Group Estate & Retirement Specialist’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	$0	Hold	25	–	–	﹤0.01%	676
2024 Q3	$0	Buy	+25	New	+$843	﹤0.01%	1191
2024 Q2	–	Sell	-25	Closed	-$848	–	1222
2024 Q1	$848	Hold	25	–	–	﹤0.01%	1127
2023 Q4	$0	Hold	25	–	–	﹤0.01%	1172
2023 Q3	$754	Buy	+25	New	+$758	﹤0.01%	1165
2023 Q1	$1K	Buy	+25	New	+$770	﹤0.01%	1137
2022 Q4	–	Sell	-25	Closed	–	–	475
2022 Q3	$0	Buy	+25	New	+$786	﹤0.01%	1108

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 $1.73B AUM 20.99% 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 $1.92B AUM 26.86% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's CUT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Invesco MSCI Global Timber ETF (CUT) position steady in Q4 2024 at 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Householder Group Estate & Retirement Specialist first reported a position in CUT in Q3 2022 and has held it in 7 quarters since. The position peaked at $1K in Q1 2023. 35 funds tracked by Wall St. Rank hold CUT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 25 shares of Invesco MSCI Global Timber ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist left its Invesco MSCI Global Timber ETF share count unchanged in Q4 2024.
Invesco MSCI Global Timber ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #676 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco MSCI Global Timber ETF in Q3 2022 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's Invesco MSCI Global Timber ETF position peaked at $1K in Q1 2023.
35 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.