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Money Concepts Capital’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Money Concepts Capital’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
-300
Closed -$9.07K – 981
2022
Q4 		$9.07K Buy
+300
New +$9.12K ﹤0.01% 2060

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Money Concepts Capital's CUT Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2023, closing a stake of 300 shares — an estimated $9.07K sold.

Money Concepts Capital first reported a position in CUT in Q4 2022 and held it in 1 quarter. The position peaked at $9.07K in Q4 2022. 40 funds tracked by Wall St. Rank hold CUT as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 300 Invesco MSCI Global Timber ETF shares in Q1 2023, an estimated $9.07K.
  • Money Concepts Capital first reported a position in Invesco MSCI Global Timber ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Invesco MSCI Global Timber ETF position peaked at $9.07K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.