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Capital Advisors Ltd’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		$11K Hold
224
– – ﹤0.01% 836
2026
Q1 		$11K Hold
224
– – ﹤0.01% 803
2025
Q4 		$11K Hold
224
– – ﹤0.01% 784
2025
Q3 		$11K Hold
224
– – ﹤0.01% 776
2025
Q2 		$10K Hold
224
– – ﹤0.01% 786
2025
Q1 		$9K Hold
224
– – ﹤0.01% 796
2024
Q4 		$9K Hold
224
– – ﹤0.01% 804
2024
Q3 		$10K Hold
224
– – ﹤0.01% 770
2024
Q2 		$9K Hold
224
– – ﹤0.01% 769
2024
Q1 		$9K Hold
224
– – ﹤0.01% 732
2023
Q4 		$11K Buy
224
+120
+115% +$5.12K ﹤0.01% 672
2023
Q3 		$5K Hold
104
– – ﹤0.01% 811
2023
Q2 		$5K Hold
104
– – ﹤0.01% 832
2023
Q1 		$5K Hold
104
– – ﹤0.01% 677
2022
Q4 		$5K Buy
+104
New +$5.09K ﹤0.01% 655

Other funds holding ERTH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

Capital Advisors Ltd's ERTH Position: Q2 2026 in Review

Capital Advisors Ltd held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 224 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Capital Advisors Ltd first reported a position in ERTH in Q4 2022 and has held it in 15 quarters since. 7 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Capital Advisors Ltd held 224 shares of Invesco MSCI Sustainable Future ETF worth $11K as of Q2 2026.
  • Capital Advisors Ltd left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #836 holding.
  • Capital Advisors Ltd first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2022 and has held it in 15 quarters since.
  • 7 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.