Rockefeller Capital Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Rockefeller Capital Management’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	$20.3K	Sell	708 -350	-33%	-$10.6K	﹤0.01%	3712
2025 Q4	$30.7K	Sell	1,058 -3,042	-74%	-$87.2K	﹤0.01%	3298
2025 Q3	$121K	Buy	+4,100	New	+$125K	﹤0.01%	2497
2023 Q1	–	Sell	-678	Closed	-$20K	–	2390
2022 Q4	$20K	Hold	678	–	–	﹤0.01%	2799
2022 Q3	$18K	Hold	678	–	–	﹤0.01%	2817
2022 Q2	$21K	Hold	678	–	–	﹤0.01%	2712
2022 Q1	$23K	Hold	678	–	–	﹤0.01%	2654
2021 Q4	$25K	Hold	678	–	–	﹤0.01%	2527
2021 Q3	$24K	Hold	678	–	–	﹤0.01%	2501
2021 Q2	$25K	Hold	678	–	–	﹤0.01%	2384
2021 Q1	$24K	Hold	678	–	–	﹤0.01%	2196
2020 Q4	$22K	Hold	678	–	–	﹤0.01%	1963
2020 Q3	$19K	Sell	678 -1	-0.1%	-$27	﹤0.01%	1803
2020 Q2	$17K	Hold	679	–	–	﹤0.01%	1719
2020 Q1	$14K	Hold	679	–	–	﹤0.01%	1634
2019 Q4	$20K	Buy	679 +353	+108%	+$9.88K	﹤0.01%	1389
2019 Q3	$8K	Hold	326	–	–	﹤0.01%	1484
2019 Q2	$9K	Sell	326 -29,122	-99%	-$777K	﹤0.01%	1270
2019 Q1	$808K	Buy	+29,448	New	+$797K	0.01%	412

Other funds holding CUT

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $1.73B 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Rockefeller Capital Management's CUT Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Invesco MSCI Global Timber ETF (CUT) stake by 33% in Q1 2026, selling an estimated $10.6K and leaving 708 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3712.

Rockefeller Capital Management first reported a position in CUT in Q1 2019 and has held it in 19 quarters since. The position peaked at $808K in Q1 2019. 29 funds tracked by Wall St. Rank hold CUT as of Q1 2026.

Rockefeller Capital Management held 708 shares of Invesco MSCI Global Timber ETF worth $20.3K as of Q1 2026.
Rockefeller Capital Management sold 350 Invesco MSCI Global Timber ETF shares in Q1 2026, an estimated $10.6K.
Invesco MSCI Global Timber ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3712 holding.
Rockefeller Capital Management first reported a position in Invesco MSCI Global Timber ETF in Q1 2019 and has held it in 19 quarters since.
Rockefeller Capital Management's Invesco MSCI Global Timber ETF position peaked at $808K in Q1 2019.
29 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.