Aptus Capital Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Hold |
255
| – | – | ﹤0.01% | 1345 |
|
|
2025
Q1 | $9.89K | Hold |
255
| – | – | ﹤0.01% | 1271 |
|
|
2024
Q4 | $10.3K | Sell |
255
-175
| -41% | -$7.06K | ﹤0.01% | 1270 |
|
|
2024
Q3 | $19.4K | Buy |
430
+25
| +6% | +$1.13K | ﹤0.01% | 1040 |
|
|
2024
Q2 | $16K | Hold |
405
| – | – | ﹤0.01% | 995 |
|
|
2024
Q1 | $17.1K | Buy |
405
+101
| +33% | +$4.27K | ﹤0.01% | 983 |
|
|
2023
Q4 | $14.4K | Buy |
304
+150
| +97% | +$7.09K | ﹤0.01% | 769 |
|
|
2023
Q3 | $6.82K | Hold |
154
| – | – | ﹤0.01% | 820 |
|
|
2023
Q2 | $7.55K | Hold |
154
| – | – | ﹤0.01% | 703 |
|
|
2023
Q1 | $7.56K | Hold |
154
| – | – | ﹤0.01% | 699 |
|
|
2022
Q4 | $7.36K | Hold |
154
| – | – | ﹤0.01% | 711 |
|
|
2022
Q3 | $8K | Hold |
154
| – | – | ﹤0.01% | 672 |
|
|
2022
Q2 | $8K | Hold |
154
| – | – | ﹤0.01% | 580 |
|
|
2022
Q1 | $9K | Hold |
154
| – | – | ﹤0.01% | 602 |
|
|
2021
Q4 | $10K | Hold |
154
| – | – | ﹤0.01% | 489 |
|
|
2021
Q3 | $10K | Hold |
154
| – | – | ﹤0.01% | 455 |
|
|
2021
Q2 | $11K | Hold |
154
| – | – | ﹤0.01% | 476 |
|
|
2021
Q1 | $12K | Hold |
154
| – | – | ﹤0.01% | 431 |
|
|
2020
Q4 | $11K | Hold |
154
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $9K | Buy |
+154
| New | +$9K | ﹤0.01% | 392 |
|
|
2019
Q4 | – | Sell |
-154
| Closed | -$6K | – | 466 |
|
|
2019
Q3 | $6K | Buy |
+154
| New | +$6K | ﹤0.01% | 404 |
|