Allworth Financial
ERTH icon

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

Allworth 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
Q3 		$44.9K Hold
950
– – ﹤0.01% 2701
2026
Q2 		$44.9K Buy
950
+100
+12% +$4.92K ﹤0.01% 2589
2026
Q1 		$40.3K Hold
850
– – ﹤0.01% 2488
2025
Q4 		$40.1K Hold
850
– – ﹤0.01% 2337
2025
Q3 		$40.5K Hold
850
– – ﹤0.01% 2240
2025
Q2 		$36.1K Hold
850
– – ﹤0.01% 2148
2025
Q1 		$33.3K Hold
850
– – ﹤0.01% 1763
2024
Q4 		$34.3K Buy
+850
New +$36K ﹤0.01% 1774

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Allworth Financial's ERTH Position: Q3 2026 in Review

Allworth Financial held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q3 2026 at 950 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Allworth Financial first reported a position in ERTH in Q4 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold ERTH as of Q3 2026.

  • Allworth Financial held 950 shares of Invesco MSCI Sustainable Future ETF worth $44.9K as of Q3 2026.
  • Allworth Financial left its Invesco MSCI Sustainable Future ETF share count unchanged in Q3 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #2701 holding.
  • Allworth Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.