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 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 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

Allworth Financial's ERTH Position: Q2 2026 in Review

Allworth Financial increased its Invesco MSCI Sustainable Future ETF (ERTH) stake by 12% in Q2 2026, buying an estimated $4.92K and bringing the position to 950 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

Allworth Financial first reported a position in ERTH in Q4 2024 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Allworth Financial held 950 shares of Invesco MSCI Sustainable Future ETF worth $44.9K as of Q2 2026.
Allworth Financial bought 100 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $4.92K.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2589 holding.
Allworth Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.