Kings Point Capital Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Kings Point Capital Management’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 Q1	$16K	Buy	+264	New	+$15.9K	﹤0.01%	515

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 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

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

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

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

Kings Point Capital Management's ERTH Position: Q1 2022 in Review

Kings Point Capital Management opened a new position in Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2022: 264 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings.

111 funds tracked by Wall St. Rank hold ERTH as of Q1 2022.

Kings Point Capital Management held 264 shares of Invesco MSCI Sustainable Future ETF worth $16K as of Q1 2022.
Invesco MSCI Sustainable Future ETF was a new Kings Point Capital Management position in Q1 2022.
Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #515 holding.
111 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.