Wealthfront Advisers’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Wealthfront Advisers’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
2023 Q1	–	Sell	-6,795	Closed	-$205K	–	808
2022 Q4	$205K	Buy	+6,795	New	+$207K	﹤0.01%	767
2022 Q3	–	Sell	-8,388	Closed	-$260K	–	766
2022 Q2	$260K	Buy	+8,388	New	+$288K	﹤0.01%	712

Other funds holding CUT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Wealthfront Advisers's CUT Position: Q1 2023 in Review

Wealthfront Advisers sold out of Invesco MSCI Global Timber ETF (CUT) in Q1 2023, closing a stake of 6,795 shares — an estimated $205K sold.

Wealthfront Advisers first reported a position in CUT in Q2 2022 and held it in 2 quarters. The position peaked at $260K in Q2 2022. 39 funds tracked by Wall St. Rank hold CUT as of Q1 2023.

Wealthfront Advisers reported no remaining Invesco MSCI Global Timber ETF position as of Q1 2023 after selling out during the quarter.
Wealthfront Advisers sold 6,795 Invesco MSCI Global Timber ETF shares in Q1 2023, an estimated $205K.
Wealthfront Advisers first reported a position in Invesco MSCI Global Timber ETF in Q2 2022 and held it in 2 quarters.
Wealthfront Advisers's Invesco MSCI Global Timber ETF position peaked at $260K in Q2 2022.
39 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q1 2023.

Based on Wealthfront Advisers's 13F filing for Q1 2023, filed 28 Apr 2023.