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

Avantax 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
2020
Q4 		– Sell
-3,846
Closed -$226K – 1055
2020
Q3 		$226K Buy
+3,846
New +$213K ﹤0.01% 1163

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's ERTH Position: Q4 2020 in Review

Avantax Advisory Services sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2020, closing a stake of 3,846 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in ERTH in Q3 2020 and held it in 1 quarter. The position peaked at $226K in Q3 2020. 108 funds tracked by Wall St. Rank hold ERTH as of Q4 2020.

  • Avantax Advisory Services reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 3,846 Invesco MSCI Sustainable Future ETF shares in Q4 2020, an estimated $226K.
  • Avantax Advisory Services first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Invesco MSCI Sustainable Future ETF position peaked at $226K in Q3 2020.
  • 108 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.