Nalls Sherbakoff Group’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Nalls Sherbakoff 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 Q4	$17.3K	Hold	541	–	–	0.02%	239
2023 Q3	$16.3K	Hold	541	–	–	0.02%	239
2023 Q2	$15.3K	Hold	541	–	–	0.02%	246
2023 Q1	$16K	Buy	+541	New	+$16.7K	0.02%	248
2018 Q4	$31K	Buy	+1,300	New	+$35.7K	0.05%	182

Other funds holding CUT

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Nalls Sherbakoff Group's CUT Position: Q4 2023 in Review

Nalls Sherbakoff Group held its Invesco MSCI Global Timber ETF (CUT) position steady in Q4 2023 at 541 shares worth $17.3K. The position accounts for 0.02% of the portfolio, ranked #239.

Nalls Sherbakoff Group first reported a position in CUT in Q4 2018 and has held it in 5 quarters since. The position peaked at $31K in Q4 2018. 41 funds tracked by Wall St. Rank hold CUT as of Q4 2023.

Nalls Sherbakoff Group held 541 shares of Invesco MSCI Global Timber ETF worth $17.3K as of Q4 2023.
Nalls Sherbakoff Group left its Invesco MSCI Global Timber ETF share count unchanged in Q4 2023.
Invesco MSCI Global Timber ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #239 holding.
Nalls Sherbakoff Group first reported a position in Invesco MSCI Global Timber ETF in Q4 2018 and has held it in 5 quarters since.
Nalls Sherbakoff Group's Invesco MSCI Global Timber ETF position peaked at $31K in Q4 2018.
41 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.