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

Flagship Wealth 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
2026 Q2	$10.5K	Hold	223	–	–	﹤0.01%	398
2026 Q1	$9.47K	Hold	223	–	–	﹤0.01%	287
2025 Q4	$10.5K	Hold	223	–	–	﹤0.01%	324
2025 Q3	$10.6K	Hold	223	–	–	﹤0.01%	330
2025 Q2	$9.47K	Hold	223	–	–	﹤0.01%	302
2025 Q1	$8.66K	Hold	223	–	–	﹤0.01%	305
2024 Q4	$9.02K	Buy	+223	New	+$9.44K	0.01%	290

Other funds holding ERTH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Flagship Wealth Advisors's ERTH Position: Q2 2026 in Review

Flagship Wealth Advisors held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 223 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Flagship Wealth Advisors first reported a position in ERTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6K in Q3 2025. 80 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

Flagship Wealth Advisors held 223 shares of Invesco MSCI Sustainable Future ETF worth $10.5K as of Q2 2026.
Flagship Wealth Advisors left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #398 holding.
Flagship Wealth Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Invesco MSCI Sustainable Future ETF position peaked at $10.6K in Q3 2025.
80 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.