NorthRock Partners’s Invesco MSCI Global Timber ETF CUT Stock Holding History

NorthRock Partners’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	-375	Closed	-$11.5K	–	714
2025 Q1	$11.5K	Buy	+375	New	+$12.1K	﹤0.01%	770
2024 Q1	–	Sell	-369	Closed	-$11.8K	–	821
2023 Q4	$11.8K	Buy	+369	New	+$11.3K	﹤0.01%	678

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

NorthRock Partners's CUT Position: Q2 2025 in Review

NorthRock Partners sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2025, closing a stake of 375 shares — an estimated $11.5K sold.

NorthRock Partners first reported a position in CUT in Q4 2023 and held it in 2 quarters. The position peaked at $11.8K in Q4 2023. 30 funds tracked by Wall St. Rank hold CUT as of Q2 2025.

NorthRock Partners reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 375 Invesco MSCI Global Timber ETF shares in Q2 2025, an estimated $11.5K.
NorthRock Partners first reported a position in Invesco MSCI Global Timber ETF in Q4 2023 and held it in 2 quarters.
NorthRock Partners's Invesco MSCI Global Timber ETF position peaked at $11.8K in Q4 2023.
30 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.