WJA
CUT icon

Willis Johnson & Associates’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Willis Johnson & Associates’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
Q2 		– Sell
-10,238
Closed -$347K – 157
2024
Q1 		$347K Hold
10,238
– – 0.03% 105
2023
Q4 		$328K Buy
+10,238
New +$312K 0.03% 103

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 $1.55B AUM 19.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Willis Johnson & Associates's CUT Position: Q2 2024 in Review

Willis Johnson & Associates sold out of Invesco MSCI Global Timber ETF (CUT) in Q2 2024, closing a stake of 10,238 shares — an estimated $347K sold.

Willis Johnson & Associates first reported a position in CUT in Q4 2023 and held it in 2 quarters. The position peaked at $347K in Q1 2024. 29 funds tracked by Wall St. Rank hold CUT as of Q2 2024.

  • Willis Johnson & Associates reported no remaining Invesco MSCI Global Timber ETF position as of Q2 2024 after selling out during the quarter.
  • Willis Johnson & Associates sold 10,238 Invesco MSCI Global Timber ETF shares in Q2 2024, an estimated $347K.
  • Willis Johnson & Associates first reported a position in Invesco MSCI Global Timber ETF in Q4 2023 and held it in 2 quarters.
  • Willis Johnson & Associates's Invesco MSCI Global Timber ETF position peaked at $347K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q2 2024.

Based on Willis Johnson & Associates's 13F filing for Q2 2024, filed 1 Aug 2024.