B. Riley Wealth Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

B. Riley Wealth 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
2022 Q3	–	Sell	-4,214	Closed	-$227K	–	1473
2022 Q2	$227K	Sell	4,214 -138	-3%	-$7.68K	0.01%	993
2022 Q1	$268K	Sell	4,352 -51	-1%	-$3.08K	0.01%	1067
2021 Q4	$294K	Buy	4,403 +70	+2%	+$4.76K	0.01%	1089
2021 Q3	$275K	Sell	4,333 -173	-4%	-$11.5K	0.01%	1088
2021 Q2	$312K	Buy	+4,506	New	+$331K	0.01%	1005
2015 Q1	–	Sell	-350	Closed	-$10	–	988
2014 Q4	$10	Buy	+350	New	+$10.1K	﹤0.01%	2863
2014 Q3	–	Sell	-350	Closed	-$11.5K	–	1010
2014 Q2	$11.5K	Buy	+350	New	+$11.3K	﹤0.01%	1725

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

B. Riley Wealth Advisors's ERTH Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2022, closing a stake of 4,214 shares — an estimated $227K sold.

B. Riley Wealth Advisors first reported a position in ERTH in Q2 2014 and held it in 7 quarters. The position peaked at $312K in Q2 2021. 99 funds tracked by Wall St. Rank hold ERTH as of Q3 2022.

B. Riley Wealth Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,214 Invesco MSCI Sustainable Future ETF shares in Q3 2022, an estimated $227K.
B. Riley Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $312K in Q2 2021.
99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.