AE Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

AE Wealth Management’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
2025 Q4	–	Sell	-753	Closed	-$35.9K	–	2482
2025 Q3	$35.9K	Buy	+753	New	+$33.8K	﹤0.01%	1784
2025 Q1	–	Sell	-36	Closed	-$1.46K	–	2192
2024 Q4	$1.46K	Buy	+36	New	+$1.52K	﹤0.01%	2016

Other funds holding ERTH

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

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

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

Jane Street New York $777B AUM 61.18% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AE Wealth Management's ERTH Position: Q4 2025 in Review

AE Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2025, closing a stake of 753 shares — an estimated $35.9K sold.

AE Wealth Management first reported a position in ERTH in Q4 2024 and held it in 2 quarters. The position peaked at $35.9K in Q3 2025. 85 funds tracked by Wall St. Rank hold ERTH as of Q4 2025.

AE Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2025 after selling out during the quarter.
AE Wealth Management sold 753 Invesco MSCI Sustainable Future ETF shares in Q4 2025, an estimated $35.9K.
AE Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and held it in 2 quarters.
AE Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $35.9K in Q3 2025.
85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.