LPL Financial
CUT icon

LPL Financial’s Invesco MSCI Global Timber ETF CUT Stock Holding History

LPL Financial’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
Q1 		$359K Buy
12,523
+598
+5% +$18K ﹤0.01% 5062
2025
Q4 		$347K Sell
11,925
-1,321
-10% -$37.9K ﹤0.01% 5033
2025
Q3 		$391K Sell
13,246
-1,206
-8% -$36.9K ﹤0.01% 4836
2025
Q2 		$435K Sell
14,452
-99
-0.7% -$2.97K ﹤0.01% 4490
2025
Q1 		$447K Sell
14,551
-152
-1% -$4.89K ﹤0.01% 4271
2024
Q4 		$466K Sell
14,703
-674
-4% -$23K ﹤0.01% 4160
2024
Q3 		$550K Buy
15,377
+157
+1% +$5.29K ﹤0.01% 3914
2024
Q2 		$497K Buy
15,220
+461
+3% +$15.3K ﹤0.01% 3878
2024
Q1 		$501K Sell
14,759
-2,391
-14% -$75.4K ﹤0.01% 3777
2023
Q4 		$550K Sell
17,150
-12,195
-42% -$372K ﹤0.01% 3585
2023
Q3 		$885K Buy
29,345
+10,824
+58% +$328K ﹤0.01% 3000
2023
Q2 		$546K Buy
18,521
+1,292
+7% +$38.2K ﹤0.01% 3367
2023
Q1 		$514K Sell
17,229
-666
-4% -$20.5K ﹤0.01% 3302
2022
Q4 		$541K Sell
17,895
-1,847
-9% -$56.1K ﹤0.01% 3185
2022
Q3 		$544K Sell
19,742
-450
-2% -$14.1K ﹤0.01% 3075
2022
Q2 		$626K Buy
20,192
+826
+4% +$28.3K ﹤0.01% 3006
2022
Q1 		$684K Sell
19,366
-274
-1% -$9.81K ﹤0.01% 2933
2021
Q4 		$729K Buy
19,640
+256
+1% +$9.35K ﹤0.01% 2942
2021
Q3 		$700K Sell
19,384
-20,745
-52% -$787K ﹤0.01% 2907
2021
Q2 		$1.5M Sell
40,129
-2,856
-7% -$109K ﹤0.01% 2207
2021
Q1 		$1.54M Buy
42,985
+904
+2% +$31.8K ﹤0.01% 2036
2020
Q4 		$1.41M Buy
42,081
+22,929
+120% +$709K ﹤0.01% 1924
2020
Q3 		$538K Buy
19,152
+2,610
+16% +$69.7K ﹤0.01% 2393
2020
Q2 		$406K Sell
16,542
-3,321
-17% -$76.8K ﹤0.01% 2585
2020
Q1 		$416K Sell
19,863
-39,213
-66% -$996K ﹤0.01% 2218
2019
Q4 		$1.71M Buy
59,076
+39,227
+198% +$1.1M ﹤0.01% 1463
2019
Q3 		$516K Sell
19,849
-2,004
-9% -$51.7K ﹤0.01% 2236
2019
Q2 		$590K Sell
21,853
-1,070
-5% -$28.6K ﹤0.01% 2145
2019
Q1 		$629K Sell
22,923
-2,161
-9% -$58.5K ﹤0.01% 2018
2018
Q4 		$604K Buy
25,084
+990
+4% +$27.2K ﹤0.01% 1900
2018
Q3 		$770K Buy
24,094
+10,549
+78% +$343K ﹤0.01% 1884
2018
Q2 		$439K Sell
13,545
-3,183
-19% -$106K ﹤0.01% 2314
2018
Q1 		$547K Buy
16,728
+146
+0.9% +$4.76K ﹤0.01% 2058
2017
Q4 		$527K Buy
16,582
+1,889
+13% +$58.9K ﹤0.01% 2027
2017
Q3 		$442K Sell
14,693
-2,031
-12% -$59K ﹤0.01% 2040
2017
Q2 		$478K Buy
16,724
+1,365
+9% +$37.5K ﹤0.01% 1917
2017
Q1 		$404K Buy
15,359
+6
+0% +$156 ﹤0.01% 1974
2016
Q4 		$384K Sell
15,353
-3,121
-17% -$77.1K ﹤0.01% 1968
2016
Q3 		$452K Sell
18,474
-3,147
-15% -$76.5K ﹤0.01% 1806
2016
Q2 		$488K Sell
21,621
-30,317
-58% -$700K ﹤0.01% 1693
2016
Q1 		$1.16M Buy
51,938
+16,061
+45% +$343K ﹤0.01% 1575
2015
Q4 		$827K Buy
35,877
+15,608
+77% +$382K ﹤0.01% 1825
2015
Q3 		$472K Sell
20,269
-3,164
-14% -$77.3K ﹤0.01% 1832
2015
Q2 		$595K Sell
23,433
-250
-1% -$6.56K ﹤0.01% 1761
2015
Q1 		$606K Sell
23,683
-14,318
-38% -$359K ﹤0.01% 1716
2014
Q4 		$921K Sell
38,001
-8,646
-19% -$208K 0.01% 1362
2014
Q3 		$1.08M Sell
46,647
-3,788
-8% -$92.8K 0.01% 1214
2014
Q2 		$1.27M Sell
50,435
-5,792
-10% -$145K 0.01% 1162
2014
Q1 		$1.42M Sell
56,227
-17,037
-23% -$434K 0.01% 1037
2013
Q4 		$1.9M Buy
73,264
+4,486
+7% +$113K 0.01% 850
2013
Q3 		$1.71M Buy
68,778
+1,767
+3% +$41.3K 0.01% 873
2013
Q2 		$1.45M Buy
+67,011
New +$1.5M 0.01% 895

Other funds holding CUT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's CUT Position: Q1 2026 in Review

LPL Financial increased its Invesco MSCI Global Timber ETF (CUT) stake by 5% in Q1 2026, buying an estimated $18K and bringing the position to 12,523 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #5062.

LPL Financial first reported a position in CUT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.9M in Q4 2013. 29 funds tracked by Wall St. Rank hold CUT as of Q1 2026.

  • LPL Financial held 12,523 shares of Invesco MSCI Global Timber ETF worth $359K as of Q1 2026.
  • LPL Financial bought 598 Invesco MSCI Global Timber ETF shares in Q1 2026, an estimated $18K.
  • Invesco MSCI Global Timber ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5062 holding.
  • LPL Financial first reported a position in Invesco MSCI Global Timber ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Invesco MSCI Global Timber ETF position peaked at $1.9M in Q4 2013.
  • 29 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.