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Avior Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Avior Wealth Management’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
2023
Q3 		– Sell
-139
Closed -$6.81K – 1619
2023
Q2 		$6.81K Buy
139
+9
+7% +$427 ﹤0.01% 1093
2023
Q1 		$6.38K Buy
+130
New +$6.48K ﹤0.01% 1140

Other funds holding ERTH

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avior Wealth Management's ERTH Position: Q3 2023 in Review

Avior Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2023, closing a stake of 139 shares — an estimated $6.81K sold.

Avior Wealth Management first reported a position in ERTH in Q1 2023 and held it in 2 quarters. The position peaked at $6.81K in Q2 2023. 98 funds tracked by Wall St. Rank hold ERTH as of Q3 2023.

  • Avior Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 139 Invesco MSCI Sustainable Future ETF shares in Q3 2023, an estimated $6.81K.
  • Avior Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $6.81K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.