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Synergy Asset Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-10
Closed -$358 – 223
2024
Q4 		$358 Buy
+10
New +$341 ﹤0.01% 802

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Synergy Asset Management's CUT Position: Q1 2025 in Review

Synergy Asset Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2025, closing a stake of 10 shares — an estimated $358 sold.

Synergy Asset Management first reported a position in CUT in Q4 2024 and held it in 1 quarter. The position peaked at $358 in Q4 2024. 34 funds tracked by Wall St. Rank hold CUT as of Q1 2025.

  • Synergy Asset Management reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 10 Invesco MSCI Global Timber ETF shares in Q1 2025, an estimated $358.
  • Synergy Asset Management first reported a position in Invesco MSCI Global Timber ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Invesco MSCI Global Timber ETF position peaked at $358 in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.