Denver PWM’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Denver PWM’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 Q1	–	Sell	-78	Closed	-$3.17K	–	123
2024 Q4	$3.17K	Buy	+78	New	+$3.3K	﹤0.01%	186
2024 Q3	–	Sell	-78	Closed	-$3.08K	–	183
2024 Q2	$3.08K	Buy	+78	New	+$3.22K	﹤0.01%	188

Other funds holding ERTH

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

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

Denver PWM's ERTH Position: Q1 2025 in Review

Denver PWM sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2025, closing a stake of 78 shares — an estimated $3.17K sold.

Denver PWM first reported a position in ERTH in Q2 2024 and held it in 2 quarters. The position peaked at $3.17K in Q4 2024. 85 funds tracked by Wall St. Rank hold ERTH as of Q1 2025.

Denver PWM reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 78 Invesco MSCI Sustainable Future ETF shares in Q1 2025, an estimated $3.17K.
Denver PWM first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2024 and held it in 2 quarters.
Denver PWM's Invesco MSCI Sustainable Future ETF position peaked at $3.17K in Q4 2024.
85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.