Legacy Bridge’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Legacy Bridge’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
2026 Q3	$15.1K	Hold	539	–	–	﹤0.01%	267
2026 Q2	$15.1K	Hold	539	–	–	﹤0.01%	270
2026 Q1	$15.4K	Hold	539	–	–	0.01%	263
2025 Q4	$15.7K	Hold	539	–	–	0.01%	268
2025 Q3	$15.9K	Hold	539	–	–	0.01%	246
2025 Q2	$16.2K	Hold	539	–	–	0.01%	236
2025 Q1	$16.6K	Hold	539	–	–	0.01%	226
2024 Q4	$17.1K	Hold	539	–	–	0.01%	239
2024 Q3	$19.3K	Hold	539	–	–	0.01%	237
2024 Q2	$17.6K	Hold	539	–	–	0.01%	226
2024 Q1	$18.3K	Hold	539	–	–	0.01%	242
2023 Q4	$17.3K	Hold	539	–	–	0.01%	238
2023 Q3	$16.2K	Hold	539	–	–	0.01%	233
2023 Q2	$15.9K	Hold	539	–	–	0.01%	237
2023 Q1	$16.1K	Hold	539	–	–	0.01%	238
2022 Q4	$16.3K	Hold	539	–	–	0.01%	241
2022 Q3	$15K	Hold	539	–	–	0.01%	224
2022 Q2	$17K	Hold	539	–	–	0.01%	225
2022 Q1	$19K	Hold	539	–	–	0.01%	232
2021 Q4	$20K	Hold	539	–	–	0.01%	239
2021 Q3	$19K	Hold	539	–	–	0.01%	232
2021 Q2	$20K	Hold	539	–	–	0.01%	236
2021 Q1	$19K	Hold	539	–	–	0.01%	235
2020 Q4	$18K	Hold	539	–	–	0.01%	228
2020 Q3	$15K	Hold	539	–	–	0.01%	224
2020 Q2	$13K	Hold	539	–	–	0.01%	230
2020 Q1	$11K	Hold	539	–	–	0.01%	228
2019 Q4	$16K	Hold	539	–	–	0.01%	233
2019 Q3	$14K	Hold	539	–	–	0.01%	236
2019 Q2	$15K	Hold	539	–	–	0.01%	240
2019 Q1	$15K	Hold	539	–	–	0.02%	237
2018 Q4	$13K	Buy	+539	New	+$14.8K	0.02%	196

Other funds holding CUT

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Legacy Bridge's CUT Position: Q3 2026 in Review

Legacy Bridge held its Invesco MSCI Global Timber ETF (CUT) position steady in Q3 2026 at 539 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Legacy Bridge first reported a position in CUT in Q4 2018 and has held it in 32 quarters since. The position peaked at $20K in Q4 2021. 13 funds tracked by Wall St. Rank hold CUT as of Q3 2026.

Legacy Bridge held 539 shares of Invesco MSCI Global Timber ETF worth $15.1K as of Q3 2026.
Legacy Bridge left its Invesco MSCI Global Timber ETF share count unchanged in Q3 2026.
Invesco MSCI Global Timber ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q3 2026, its #267 holding.
Legacy Bridge first reported a position in Invesco MSCI Global Timber ETF in Q4 2018 and has held it in 32 quarters since.
Legacy Bridge's Invesco MSCI Global Timber ETF position peaked at $20K in Q4 2021.
13 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.