Ameritas Advisory Services’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Ameritas Advisory Services’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	-937	Closed	-$44.7K	–	1277
2025 Q3	$44.7K	Buy	937 +4	+0.4%	+$180	﹤0.01%	1125
2025 Q2	$39.6K	Buy	+933	New	+$37.9K	﹤0.01%	1415
2023 Q2	–	Sell	-1,253	Closed	-$61K	–	1129
2023 Q1	$61K	Buy	+1,253	New	+$62.4K	﹤0.01%	1194

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

Ameritas Advisory Services's ERTH Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2025, closing a stake of 937 shares — an estimated $44.7K sold.

Ameritas Advisory Services first reported a position in ERTH in Q1 2023 and held it in 3 quarters. The position peaked at $61K in Q1 2023. 85 funds tracked by Wall St. Rank hold ERTH as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 937 Invesco MSCI Sustainable Future ETF shares in Q4 2025, an estimated $44.7K.
Ameritas Advisory Services first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco MSCI Sustainable Future ETF position peaked at $61K in Q1 2023.
85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.