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Advisors Preferred’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Advisors Preferred’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
2020
Q1 		– Sell
-1,232
Closed -$62K – 165
2019
Q4 		$62K Sell
1,232
-996
-45% -$46.6K 0.02% 176
2019
Q3 		$99K Buy
2,228
+1,504
+208% +$66.2K 0.02% 119
2019
Q2 		$33K Buy
+724
New +$31.8K 0.01% 159

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advisors Preferred's ERTH Position: Q1 2020 in Review

Advisors Preferred sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2020, closing a stake of 1,232 shares — an estimated $62K sold.

Advisors Preferred first reported a position in ERTH in Q2 2019 and held it in 3 quarters. The position peaked at $99K in Q3 2019. 70 funds tracked by Wall St. Rank hold ERTH as of Q1 2020.

  • Advisors Preferred reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2020 after selling out during the quarter.
  • Advisors Preferred sold 1,232 Invesco MSCI Sustainable Future ETF shares in Q1 2020, an estimated $62K.
  • Advisors Preferred first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2019 and held it in 3 quarters.
  • Advisors Preferred's Invesco MSCI Sustainable Future ETF position peaked at $99K in Q3 2019.
  • 70 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2020.

Based on Advisors Preferred's 13F filing for Q1 2020, filed 20 Apr 2020.