Guardian Wealth Advisors (North Carolina)’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$13.2K	Buy	+279	New	+$13.4K	﹤0.01%	525
2025 Q3	–	Sell	-154	Closed	-$6.54K	–	395
2025 Q2	$6.54K	Hold	154	–	–	﹤0.01%	499
2025 Q1	$5.98K	Hold	154	–	–	﹤0.01%	481
2024 Q4	$6.23K	Sell	154 -175	-53%	-$7.41K	﹤0.01%	458
2024 Q3	$14.8K	Buy	329 +25	+8%	+$1.05K	﹤0.01%	369
2024 Q2	$12K	Hold	304	–	–	﹤0.01%	363
2024 Q1	$12.8K	Hold	304	–	–	﹤0.01%	379
2023 Q4	$14.4K	Buy	304 +150	+97%	+$6.4K	﹤0.01%	364
2023 Q3	$6.82K	Hold	154	–	–	﹤0.01%	371
2023 Q2	$7.55K	Hold	154	–	–	﹤0.01%	355
2023 Q1	$7.56K	Hold	154	–	–	﹤0.01%	346
2022 Q4	$7.36K	Hold	154	–	–	﹤0.01%	325
2022 Q3	$8K	Hold	154	–	–	﹤0.01%	295
2022 Q2	$8K	Buy	+154	New	+$8.58K	﹤0.01%	298

Other funds holding ERTH

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ERTH Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2026: 279 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in ERTH as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in ERTH in Q2 2022 and has held it in 14 quarters since. The position peaked at $14.8K in Q3 2024. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 279 shares of Invesco MSCI Sustainable Future ETF worth $13.2K as of Q1 2026.
Invesco MSCI Sustainable Future ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #525 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2022 and has held it in 14 quarters since.
Guardian Wealth Advisors (North Carolina)'s Invesco MSCI Sustainable Future ETF position peaked at $14.8K in Q3 2024.
86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.