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 $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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. 40 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.
40 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.