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James Reed Financial Services’s Invesco MSCI Global Timber ETF CUT Stock Holding History

James Reed Financial Services’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
2022
Q1 		– Sell
-35,360
Closed -$1.6M – 49
2021
Q4 		$1.6M Buy
+35,360
New +$1.29M 1.52% 7

Other funds holding CUT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

James Reed Financial Services's CUT Position: Q1 2022 in Review

James Reed Financial Services sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2022, closing a stake of 35,360 shares — an estimated $1.6M sold.

James Reed Financial Services first reported a position in CUT in Q4 2021 and held it in 1 quarter. The position peaked at $1.6M in Q4 2021. 43 funds tracked by Wall St. Rank hold CUT as of Q1 2022.

  • James Reed Financial Services reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 35,360 Invesco MSCI Global Timber ETF shares in Q1 2022, an estimated $1.6M.
  • James Reed Financial Services first reported a position in Invesco MSCI Global Timber ETF in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Invesco MSCI Global Timber ETF position peaked at $1.6M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.