Aptus Capital Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Aptus Capital 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
2026 Q1	$18.1K	Sell	381 -175	-31%	-$8.39K	﹤0.01%	1427
2025 Q4	$26.2K	Buy	556 +300	+117%	+$14.3K	﹤0.01%	1379
2025 Q3	$12.2K	Buy	256 +1	+0.4%	+$45	﹤0.01%	1412
2025 Q2	$10.8K	Hold	255	–	–	﹤0.01%	1355
2025 Q1	$9.89K	Hold	255	–	–	﹤0.01%	1276
2024 Q4	$10.3K	Sell	255 -175	-41%	-$7.41K	﹤0.01%	1278
2024 Q3	$19.4K	Buy	430 +25	+6%	+$1.05K	﹤0.01%	1041
2024 Q2	$16K	Hold	405	–	–	﹤0.01%	998
2024 Q1	$17.1K	Buy	405 +101	+33%	+$4.27K	﹤0.01%	988
2023 Q4	$14.4K	Buy	304 +150	+97%	+$6.4K	﹤0.01%	771
2023 Q3	$6.82K	Hold	154	–	–	﹤0.01%	823
2023 Q2	$7.55K	Hold	154	–	–	﹤0.01%	714
2023 Q1	$7.56K	Hold	154	–	–	﹤0.01%	701
2022 Q4	$7.36K	Hold	154	–	–	﹤0.01%	713
2022 Q3	$8K	Hold	154	–	–	﹤0.01%	676
2022 Q2	$8K	Hold	154	–	–	﹤0.01%	587
2022 Q1	$9K	Hold	154	–	–	﹤0.01%	611
2021 Q4	$10K	Hold	154	–	–	﹤0.01%	498
2021 Q3	$10K	Hold	154	–	–	﹤0.01%	474
2021 Q2	$11K	Hold	154	–	–	﹤0.01%	495
2021 Q1	$12K	Hold	154	–	–	﹤0.01%	451
2020 Q4	$11K	Hold	154	–	–	﹤0.01%	410
2020 Q3	$9K	Buy	+154	New	+$8.54K	﹤0.01%	416
2019 Q4	–	Sell	-154	Closed	-$6K	–	515
2019 Q3	$6K	Buy	+154	New	+$6.78K	﹤0.01%	448

Other funds holding ERTH

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Jane Street New York $777B AUM 61.18% 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

Aptus Capital Advisors's ERTH Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 31% in Q1 2026, selling an estimated $8.39K and leaving 381 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Aptus Capital Advisors first reported a position in ERTH in Q3 2019 and has held it in 24 quarters since. The position peaked at $26.2K in Q4 2025. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Aptus Capital Advisors held 381 shares of Invesco MSCI Sustainable Future ETF worth $18.1K as of Q1 2026.
Aptus Capital Advisors sold 175 Invesco MSCI Sustainable Future ETF shares in Q1 2026, an estimated $8.39K.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1427 holding.
Aptus Capital Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2019 and has held it in 24 quarters since.
Aptus Capital Advisors's Invesco MSCI Sustainable Future ETF position peaked at $26.2K in Q4 2025.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.