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 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 $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

Advisory Services Network's ERTH Position: Q1 2026 in Review

Advisory Services Network opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2026: 28 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #4246 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in ERTH as recently as Q3 2025.

Advisory Services Network first reported a position in ERTH in Q2 2019 and has held it in 12 quarters since. The position peaked at $61K in Q4 2020. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Advisory Services Network held 28 shares of Invesco MSCI Sustainable Future ETF worth $1.33K as of Q1 2026.
Invesco MSCI Sustainable Future ETF was a new Advisory Services Network position in Q1 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4246 holding.
Advisory Services Network first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2019 and has held it in 12 quarters since.
Advisory Services Network's Invesco MSCI Sustainable Future ETF position peaked at $61K in Q4 2020.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.