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Get Institutions for : 
Invesco MSCI Global Timber ETF (CUT)  
$33.40 0.41 (1.2%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    2
Total shares held : 
 697,720  
% of shares held : 
 25.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -55,162  
% of shares held change : 
   -2.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.79  
Last Quarter's Ending Price : 
 $33.92  
Last Quarter's Average Price : 
 $31.54  
Change from last quarter's     
avg. price to the last closing  : 
1.86 (5.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 10,484
 1.5%
 
Increased Positions :
4
 844
 0.12%
 
Unchanged Positions :
18
 69,440
 9.95%
 
Decreased Positions :
14
-55,243
-7.92%
 
Closed Positions :
5
-11,247
-1.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALBION FINANCIAL GROUP /UT 82 - 2024-03-31 52,000 $1,764,000 0
   Financial Advisory Service Inc. 198 - 2024-03-31 15,754 $534,000 0
   Willis Johnson & Associates Inc. 104 - 2024-03-31 10,238 $347,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 633 - 2024-03-31 7,569 $257,000 0
   SMITHFIELD TRUST CO 390 - 2024-03-31 4,000 $136,000 0
   PRINCIPAL SECURITIES INC. 1636 - 2024-03-31 1,226 $42,000 0
   BDO Wealth Advisors LLC 515 - 2023-06-30 1,024 $30,000 0
   Tortoise Investment Management LLC 498 - 2024-03-31 650 $22,000 0
   Venturi Wealth Management LLC 724 - 2024-03-31 615 $21,000 0
   SANDY SPRING BANK 743 - 2024-03-31 600 $20,000 0
   Legacy Bridge LLC 243 - 2024-03-31 539 $18,000 0
   Nalls Sherbakoff Group LLC 240 - 2023-12-31 541 $17,000 0
   BLAIR WILLIAM & CO/IL 1686 - 2024-03-31 400 $14,000 0
   EPG Wealth Management LLC 388 - 2024-03-31 300 $10,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2631 - 2024-03-31 225 $8,000 0
   Clear Perspectives Financial Planning LLC 148 - 2023-03-31 281 $8,000 0
   IFP Advisors Inc 2377 - 2023-12-31 170 $5,000 0
   Householder Group Estate & Retirement Specialist L 1087 - 2024-03-31 25 $1,000 0
   Clear Point Advisors Inc. 462 - 2024-03-31 27 $1,000 0
   VitalStone Financial LLC 531 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 8677 - 2024-03-31 0 $0 0
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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