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Kerntke Otto McGlone Wealth Management Group’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2023
Q1 		– Sell
-102
Closed -$3K – 67
2022
Q4 		$3K Buy
+102
New +$3.1K ﹤0.01% 107

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AFG
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
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Kerntke Otto McGlone Wealth Management Group's CUT Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2023, closing a stake of 102 shares — an estimated $3K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in CUT in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 40 funds tracked by Wall St. Rank hold CUT as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 102 Invesco MSCI Global Timber ETF shares in Q1 2023, an estimated $3K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Invesco MSCI Global Timber ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's Invesco MSCI Global Timber ETF position peaked at $3K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.