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

CoreCap 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
Q4 		$4.78K Buy
+100
New +$4.89K ﹤0.01% 1759
2022
Q3 		– Sell
-100
Closed -$5K – 987
2022
Q2 		$5K Buy
+100
New +$5.57K ﹤0.01% 1666
2022
Q1 		– Sell
-100
Closed -$7K – 996
2021
Q4 		$7K Buy
+100
New +$6.81K ﹤0.01% 1653

Other funds holding ERTH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CoreCap Advisors's ERTH Position: Q4 2022 in Review

CoreCap Advisors opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2022: 100 shares worth $4.78K. The stake represents ﹤0.01% of the portfolio and ranks #1759 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in ERTH as recently as Q2 2022.

CoreCap Advisors first reported a position in ERTH in Q4 2021 and has held it in 3 quarters since. The position peaked at $7K in Q4 2021. 98 funds tracked by Wall St. Rank hold ERTH as of Q4 2022.

  • CoreCap Advisors held 100 shares of Invesco MSCI Sustainable Future ETF worth $4.78K as of Q4 2022.
  • Invesco MSCI Sustainable Future ETF was a new CoreCap Advisors position in Q4 2022.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1759 holding.
  • CoreCap Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's Invesco MSCI Sustainable Future ETF position peaked at $7K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.