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

Root Financial 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
2026 Q2	–	Sell	-20	Closed	-$573	–	1048
2026 Q1	$573	Hold	20	–	–	﹤0.01%	2820
2025 Q4	$581	Buy	+20	New	+$573	﹤0.01%	2189

Other funds holding CUT

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Root Financial Partners's CUT Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2026, closing a stake of 20 shares — an estimated $573 sold.

Root Financial Partners first reported a position in CUT in Q4 2025 and held it in 2 quarters. The position peaked at $581 in Q4 2025. 3 funds tracked by Wall St. Rank hold CUT as of Q2 2026.

Root Financial Partners reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 20 Invesco MSCI Global Timber ETF shares in Q2 2026, an estimated $573.
Root Financial Partners first reported a position in Invesco MSCI Global Timber ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Invesco MSCI Global Timber ETF position peaked at $581 in Q4 2025.
3 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.