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Disclosery

CUT INVESCO EXCH TRADED FD TR II

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MSCI GBL TIMBR (fund)

35 managers (35 13F filers) reported a position in CUT shares at 2025-03-31, 709,538 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
3
Reduced
11
Sold out
6
Shares held by filers
709,538

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Valmark Advisers, Inc.227,581$7M0.11%+12,78713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/146,915$4.52M<0.01%-10,81913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY72,978$2.24M<0.01%-4,40213F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT52,000$1.6M0.11%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,546$1.58M<0.01%+2,38513F-HRTimelineGroup
FLOW TRADERS U.S. LLC30,670$943K0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,580$725K<0.01%-6,45613F-HRTimelineGroup
FAS Wealth Partners, Inc.16,232$499K0.04%013F-HRTimeline
McGrath & Associates, Inc.14,606$449K0.82%-5,97513F-HRTimeline
LPL Financial LLC14,551$447K<0.01%-15213F-HRTimeline
GWN SECURITIES INC.12,461$384K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,923$336K<0.01%-33,31813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,229$314K<0.01%+3,31513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,006$277K<0.01%-72313F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,329$133K<0.01%-1,10513F-HRTimelineGroup
Smithfield Trust Co4,000$123K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,290$70.4K<0.01%-1,18513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,426$45.2K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC650$20K<0.01%013F-HR/ATimeline
Sandy Spring Bank600$18.4K<0.01%013F-HRTimeline
Legacy Bridge, LLC539$16.6K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL400$12.3K<0.01%013F-HRTimeline
MAI Capital Management400$12.3K<0.01%013F-HRTimeline
NorthRock Partners, LLC375$11.5K<0.01%new13F-HRTimeline
EPG Wealth Management LLC300$9.22K<0.01%013F-HRTimeline
MATHER GROUP, LLC.281$8.64K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…225$6.92K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc170$5.23K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC184$5K<0.01%-1113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35$1.08K<0.01%-2113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25$1K<0.01%new13F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC25$769<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5$154<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC1$31<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.