Advisornet Financial’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Advisornet Financial’s Portfolio ERTH Stock Details ERTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.45K	Hold	115	–	–	﹤0.01%	1710
2025 Q4	$5.42K	Hold	115	–	–	﹤0.01%	1710
2025 Q3	$5.48K	Hold	115	–	–	﹤0.01%	1675
2025 Q2	$4.88K	Hold	115	–	–	﹤0.01%	1669
2025 Q1	$4.47K	Hold	115	–	–	﹤0.01%	1631
2024 Q4	$4.65K	Hold	115	–	–	﹤0.01%	1486
2024 Q3	$5.19K	Buy	+115	New	+$4.82K	﹤0.01%	1575

Other funds holding ERTH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Advisornet Financial's ERTH Position: Q1 2026 in Review

Advisornet Financial held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q1 2026 at 115 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Advisornet Financial first reported a position in ERTH in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.48K in Q3 2025. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Advisornet Financial held 115 shares of Invesco MSCI Sustainable Future ETF worth $5.45K as of Q1 2026.
Advisornet Financial left its Invesco MSCI Sustainable Future ETF share count unchanged in Q1 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1710 holding.
Advisornet Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2024 and has held it in 7 quarters since.
Advisornet Financial's Invesco MSCI Sustainable Future ETF position peaked at $5.48K in Q3 2025.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.