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

VitalStone Financial’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
Q3 		$72 Hold
2
– – ﹤0.01% 480
2024
Q2 		$65 Hold
2
– – ﹤0.01% 479
2024
Q1 		$0 Hold
2
– – ﹤0.01% 487
2023
Q4 		$0 Hold
2
– – ﹤0.01% 495
2023
Q3 		$0 Hold
2
– – ﹤0.01% 475
2023
Q2 		$0 Buy
+2
New +$59 ﹤0.01% 931
2023
Q1 		– Sell
-2
Closed – – 395
2022
Q4 		$0 Buy
+2
New +$61 ﹤0.01% 528

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VitalStone Financial's CUT Position: Q3 2024 in Review

VitalStone Financial held its Invesco MSCI Global Timber ETF (CUT) position steady in Q3 2024 at 2 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #480.

VitalStone Financial first reported a position in CUT in Q4 2022 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold CUT as of Q3 2024.

  • VitalStone Financial held 2 shares of Invesco MSCI Global Timber ETF worth $72 as of Q3 2024.
  • VitalStone Financial left its Invesco MSCI Global Timber ETF share count unchanged in Q3 2024.
  • Invesco MSCI Global Timber ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #480 holding.
  • VitalStone Financial first reported a position in Invesco MSCI Global Timber ETF in Q4 2022 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.