Creative Planning’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Creative Planning’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 Q2	–	Sell	-3,624	Closed	-$223K	–	2366
2022 Q1	$223K	Buy	+3,624	New	+$219K	﹤0.01%	1824
2017 Q3	–	Sell	-211	Closed	-$8K	–	2430
2017 Q2	$8K	Hold	211	–	–	﹤0.01%	3737
2017 Q1	$8K	Hold	211	–	–	﹤0.01%	3711
2016 Q4	$7K	Hold	211	–	–	﹤0.01%	3751
2016 Q3	$7K	Hold	211	–	–	﹤0.01%	3717
2016 Q2	$6K	Hold	211	–	–	﹤0.01%	3534
2016 Q1	$6K	Hold	211	–	–	﹤0.01%	3486
2015 Q4	$6K	Hold	211	–	–	﹤0.01%	3579
2015 Q3	$6K	Buy	+211	New	+$6.08K	﹤0.01%	3505
2015 Q2	–	Sell	-211	Closed	-$6K	–	1672
2015 Q1	$6K	Hold	211	–	–	﹤0.01%	3456
2014 Q4	$6K	Hold	211	–	–	﹤0.01%	3395
2014 Q3	$6K	Hold	211	–	–	﹤0.01%	3189
2014 Q2	$7K	Hold	211	–	–	﹤0.01%	3042
2014 Q1	$7K	Hold	211	–	–	﹤0.01%	2915
2013 Q4	$7K	Hold	211	–	–	﹤0.01%	2712
2013 Q3	$6K	Hold	211	–	–	﹤0.01%	2655
2013 Q2	$5K	Buy	+211	New	+$5.4K	﹤0.01%	2537

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

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

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

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

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

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

AWM

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

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

Creative Planning's ERTH Position: Q2 2022 in Review

Creative Planning sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2022, closing a stake of 3,624 shares — an estimated $223K sold.

Creative Planning first reported a position in ERTH in Q2 2013 and held it in 17 quarters. The position peaked at $223K in Q1 2022. 105 funds tracked by Wall St. Rank hold ERTH as of Q2 2022.

Creative Planning reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 3,624 Invesco MSCI Sustainable Future ETF shares in Q2 2022, an estimated $223K.
Creative Planning first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2013 and held it in 17 quarters.
Creative Planning's Invesco MSCI Sustainable Future ETF position peaked at $223K in Q1 2022.
105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.