Tradition Wealth Management’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-970	Closed	-$31K	–	560
2023 Q4	$31K	Buy	970 +23	+2%	+$701	﹤0.01%	744
2023 Q3	$29K	Hold	947	–	–	﹤0.01%	746
2023 Q2	$28K	Hold	947	–	–	﹤0.01%	782
2023 Q1	$28K	Hold	947	–	–	﹤0.01%	755
2022 Q4	$29K	Buy	947 +24	+3%	+$729	﹤0.01%	662
2022 Q3	$25K	Hold	923	–	–	﹤0.01%	705
2022 Q2	$29K	Hold	923	–	–	﹤0.01%	575
2022 Q1	$33K	Buy	923 +14	+2%	+$501	﹤0.01%	604
2021 Q4	$34K	Sell	909 -645	-42%	-$23.6K	﹤0.01%	621
2021 Q3	$56K	Hold	1,554	–	–	0.01%	479
2021 Q2	$58K	Hold	1,554	–	–	0.01%	490
2021 Q1	$56K	Buy	1,554 +25	+2%	+$878	0.01%	407
2020 Q4	$51K	Buy	+1,529	New	+$47.3K	0.01%	409

Other funds holding CUT

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 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

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

CPA

Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 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

WJA

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

Tradition Wealth Management's CUT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2024, closing a stake of 970 shares — an estimated $31K sold.

Tradition Wealth Management first reported a position in CUT in Q4 2020 and held it in 13 quarters. The position peaked at $58K in Q2 2021. 36 funds tracked by Wall St. Rank hold CUT as of Q1 2024.

Tradition Wealth Management reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 970 Invesco MSCI Global Timber ETF shares in Q1 2024, an estimated $31K.
Tradition Wealth Management first reported a position in Invesco MSCI Global Timber ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Invesco MSCI Global Timber ETF position peaked at $58K in Q2 2021.
36 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.