American Portfolios Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

American Portfolios Advisors’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
2022 Q1	–	Sell	-458	Closed	-$30.5K	–	3608
2021 Q4	$30.5K	Hold	458	–	–	﹤0.01%	2120
2021 Q3	$29K	Hold	458	–	–	﹤0.01%	2088
2021 Q2	$31.7K	Hold	458	–	–	﹤0.01%	1978
2021 Q1	$34.6K	Buy	458 +98	+27%	+$7.63K	﹤0.01%	1772
2020 Q4	$27K	Hold	360	–	–	﹤0.01%	1684
2020 Q3	$21.1K	Hold	360	–	–	﹤0.01%	1676
2020 Q2	$17.7K	Hold	360	–	–	﹤0.01%	1688
2020 Q1	$13.6K	Hold	360	–	–	﹤0.01%	1683
2019 Q4	$18K	Hold	360	–	–	﹤0.01%	1769
2019 Q3	$16.1K	Hold	360	–	–	﹤0.01%	1756
2019 Q2	$16.4K	Hold	360	–	–	﹤0.01%	1734
2019 Q1	$15.2K	Hold	360	–	–	﹤0.01%	1677
2018 Q4	$13.2K	Sell	360 -25	-6%	-$980	﹤0.01%	1528
2018 Q3	$16.8K	Hold	385	–	–	﹤0.01%	1557
2018 Q2	$16.2K	Hold	385	–	–	﹤0.01%	1532
2018 Q1	$16.5K	Hold	385	–	–	﹤0.01%	1445
2017 Q4	$16.3K	Buy	+385	New	+$16.2K	﹤0.01%	1401

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's ERTH Position: Q1 2022 in Review

American Portfolios Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2022, closing a stake of 458 shares — an estimated $30.5K sold.

American Portfolios Advisors first reported a position in ERTH in Q4 2017 and held it in 17 quarters. The position peaked at $34.6K in Q1 2021. 111 funds tracked by Wall St. Rank hold ERTH as of Q1 2022.

American Portfolios Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2022 after selling out during the quarter.
American Portfolios Advisors sold 458 Invesco MSCI Sustainable Future ETF shares in Q1 2022, an estimated $30.5K.
American Portfolios Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2017 and held it in 17 quarters.
American Portfolios Advisors's Invesco MSCI Sustainable Future ETF position peaked at $34.6K in Q1 2021.
111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.