Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Cambridge Investment Research 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
2025
Q2 		– Sell
-9,850
Closed -$383K – 3668
2025
Q1 		$383K Sell
9,850
-773
-7% -$31.2K ﹤0.01% 2671
2024
Q4 		$430K Sell
10,623
-136
-1% -$5.75K ﹤0.01% 2553
2024
Q3 		$485K Sell
10,759
-217
-2% -$9.1K ﹤0.01% 2443
2024
Q2 		$433K Sell
10,976
-787
-7% -$32.5K ﹤0.01% 2410
2024
Q1 		$497K Sell
11,763
-290
-2% -$12.3K ﹤0.01% 2279
2023
Q4 		$569K Sell
12,053
-3,634
-23% -$155K ﹤0.01% 2088
2023
Q3 		$695K Sell
15,687
-145
-0.9% -$7.05K ﹤0.01% 1822
2023
Q2 		$776K Sell
15,832
-1,745
-10% -$82.9K ﹤0.01% 1794
2023
Q1 		$863K Buy
17,577
+819
+5% +$40.8K ﹤0.01% 1670
2022
Q4 		$801K Sell
16,758
-1,825
-10% -$89.3K ﹤0.01% 1663
2022
Q3 		$906K Buy
18,583
+3,244
+21% +$181K 0.01% 1544
2022
Q2 		$824K Buy
15,339
+53
+0.3% +$2.95K ﹤0.01% 1603
2022
Q1 		$939K Sell
15,286
-202
-1% -$12.2K ﹤0.01% 1616
2021
Q4 		$1.03M Sell
15,488
-536
-3% -$36.5K ﹤0.01% 1558
2021
Q3 		$1.01M Sell
16,024
-27,254
-63% -$1.8M 0.01% 1511
2021
Q2 		$3M Sell
43,278
-2,410
-5% -$177K 0.01% 896
2021
Q1 		$3.45M Buy
45,688
+6,102
+15% +$475K 0.02% 728
2020
Q4 		$2.97M Buy
39,586
+20,294
+105% +$1.34M 0.02% 721
2020
Q3 		$1.13M Buy
19,292
+3,317
+21% +$184K 0.01% 1117
2020
Q2 		$786K Buy
15,975
+7,657
+92% +$338K 0.01% 1274
2020
Q1 		$313K Buy
8,318
+1,406
+20% +$65.7K ﹤0.01% 1655
2019
Q4 		$345K Buy
6,912
+1,370
+25% +$64.1K ﹤0.01% 1821
2019
Q3 		$247K Buy
5,542
+766
+16% +$33.7K ﹤0.01% 1968
2019
Q2 		$218K Buy
+4,776
New +$210K ﹤0.01% 1951
2017
Q2 		– Sell
-9,418
Closed -$335K – 1942
2017
Q1 		$335K Sell
9,418
-22
-0.2% -$756 0.01% 1304
2016
Q4 		$309K Buy
9,440
+1,015
+12% +$32.8K 0.01% 1255
2016
Q3 		$279K Sell
8,425
-18
-0.2% -$574 0.01% 1339
2016
Q2 		$250K Buy
8,443
+565
+7% +$17.1K 0.01% 1263
2016
Q1 		$237K Buy
7,878
+85
+1% +$2.36K 0.01% 1307
2015
Q4 		$229K Hold
7,793
– – 0.01% 1275
2015
Q3 		$206K Hold
7,793
– – 0.01% 1245
2015
Q2 		$237K Buy
7,793
+190
+2% +$5.9K 0.01% 1180
2015
Q1 		$229K Hold
7,603
– – 0.01% 1172
2014
Q4 		$220K Hold
7,603
– – 0.01% 1165
2014
Q3 		$223K Buy
7,603
+160
+2% +$4.99K 0.01% 1242
2014
Q2 		$245K Buy
7,443
+110
+2% +$3.55K 0.01% 1097
2014
Q1 		$239K Buy
7,333
+373
+5% +$11.9K 0.01% 1058
2013
Q4 		$221K Buy
6,960
+2
+0% +$60 0.01% 1028
2013
Q3 		$202K Buy
+6,958
New +$191K 0.01% 1039

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors's ERTH Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2025, closing a stake of 9,850 shares — an estimated $383K sold.

Cambridge Investment Research Advisors first reported a position in ERTH in Q3 2013 and held it in 39 quarters. The position peaked at $3.45M in Q1 2021. 85 funds tracked by Wall St. Rank hold ERTH as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 9,850 Invesco MSCI Sustainable Future ETF shares in Q2 2025, an estimated $383K.
  • Cambridge Investment Research Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2013 and held it in 39 quarters.
  • Cambridge Investment Research Advisors's Invesco MSCI Sustainable Future ETF position peaked at $3.45M in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.