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McGrath & Associates’s Invesco MSCI Global Timber ETF CUT Stock Holding History

McGrath & Associates’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
2025
Q2 		– Sell
-14,606
Closed -$449K – 43
2025
Q1 		$449K Sell
14,606
-5,975
-29% -$192K 0.82% 29
2024
Q4 		$652K Buy
+20,581
New +$701K 1.32% 25

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McGrath & Associates's CUT Position: Q2 2025 in Review

McGrath & Associates sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2025, closing a stake of 14,606 shares — an estimated $449K sold.

McGrath & Associates first reported a position in CUT in Q4 2024 and held it in 2 quarters. The position peaked at $652K in Q4 2024. 30 funds tracked by Wall St. Rank hold CUT as of Q2 2025.

  • McGrath & Associates reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2025 after selling out during the quarter.
  • McGrath & Associates sold 14,606 Invesco MSCI Global Timber ETF shares in Q2 2025, an estimated $449K.
  • McGrath & Associates first reported a position in Invesco MSCI Global Timber ETF in Q4 2024 and held it in 2 quarters.
  • McGrath & Associates's Invesco MSCI Global Timber ETF position peaked at $652K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2025.

Based on McGrath & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.