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Ashton Thomas Private Wealth’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-392
Closed -$15.4K – 985
2024
Q2 		$15.4K Buy
+392
New +$16.2K ﹤0.01% 1219

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ashton Thomas Private Wealth's ERTH Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2024, closing a stake of 392 shares — an estimated $15.4K sold.

Ashton Thomas Private Wealth first reported a position in ERTH in Q2 2024 and held it in 1 quarter. The position peaked at $15.4K in Q2 2024. 87 funds tracked by Wall St. Rank hold ERTH as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 392 Invesco MSCI Sustainable Future ETF shares in Q3 2024, an estimated $15.4K.
  • Ashton Thomas Private Wealth first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Invesco MSCI Sustainable Future ETF position peaked at $15.4K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.