Advisory Services Network’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-28	Closed	-$1.33K	–	2916
2026 Q1	$1.33K	Buy	+28	New	+$1.34K	﹤0.01%	4246
2025 Q4	–	Sell	-28	Closed	-$1.33K	–	2549
2025 Q3	$1.33K	Buy	+28	New	+$1.26K	﹤0.01%	3879
2024 Q1	–	Sell	-81	Closed	-$3.83K	–	2102
2023 Q4	$3.83K	Buy	+81	New	+$3.46K	﹤0.01%	3200
2023 Q2	–	Sell	-1,146	Closed	-$56.3K	–	2100
2023 Q1	$56.3K	Buy	1,146 +5	+0.4%	+$249	﹤0.01%	1963
2022 Q4	$54.5K	Buy	+1,141	New	+$55.8K	﹤0.01%	1928
2021 Q3	–	Sell	-846	Closed	-$59K	–	1945
2021 Q2	$59K	Buy	+846	New	+$62.1K	﹤0.01%	1893
2021 Q1	–	Sell	-812	Closed	-$61K	–	1774
2020 Q4	$61K	Hold	812	–	–	﹤0.01%	1565
2020 Q3	$48K	Buy	+812	New	+$45K	﹤0.01%	1610
2020 Q2	–	Sell	-754	Closed	-$28K	–	1519
2020 Q1	$28K	Buy	754 +1	+0.1%	+$47	﹤0.01%	1669
2019 Q4	$38K	Buy	753 +301	+67%	+$14.1K	﹤0.01%	1640
2019 Q3	$21K	Hold	452	–	–	﹤0.01%	1794
2019 Q2	$21K	Buy	+452	New	+$19.9K	﹤0.01%	1792

Other funds holding ERTH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Advisory Services Network's ERTH Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2026, closing a stake of 28 shares — an estimated $1.33K sold.

Advisory Services Network first reported a position in ERTH in Q2 2019 and held it in 12 quarters. The position peaked at $61K in Q4 2020. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Advisory Services Network reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 28 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $1.33K.
Advisory Services Network first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2019 and held it in 12 quarters.
Advisory Services Network's Invesco MSCI Sustainable Future ETF position peaked at $61K in Q4 2020.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.