ACA
ERTH icon

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
Q2 		$7.28K Sell
154
-227
-60% -$11.2K ﹤0.01% 1632
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
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

Aptus Capital Advisors's ERTH Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco MSCI Sustainable Future ETF (ERTH) stake by 60% in Q2 2026, selling an estimated $11.2K and leaving 154 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Aptus Capital Advisors first reported a position in ERTH in Q3 2019 and has held it in 25 quarters since. The position peaked at $26.2K in Q4 2025. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Aptus Capital Advisors held 154 shares of Invesco MSCI Sustainable Future ETF worth $7.28K as of Q2 2026.
  • Aptus Capital Advisors sold 227 Invesco MSCI Sustainable Future ETF shares in Q2 2026, an estimated $11.2K.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1632 holding.
  • Aptus Capital Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2019 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Invesco MSCI Sustainable Future ETF position peaked at $26.2K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.