Legend Financial Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Legend Financial 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
2025 Q3	–	Sell	-166	Closed	-$7.05K	–	74
2025 Q2	$7.05K	Buy	+166	New	+$6.75K	﹤0.01%	127
2025 Q1	–	Sell	-166	Closed	-$6.71K	–	102
2024 Q4	$6.71K	Hold	166	–	–	﹤0.01%	137
2024 Q3	$7.49K	Hold	166	–	–	0.01%	113
2024 Q2	$6.55K	Hold	166	–	–	﹤0.01%	178
2024 Q1	$7.02K	Hold	166	–	–	0.01%	149
2023 Q4	$7.84K	Hold	166	–	–	0.01%	136
2023 Q3	$7.35K	Hold	166	–	–	0.01%	148
2023 Q2	$8.14K	Hold	166	–	–	0.01%	162
2023 Q1	$8.15K	Hold	166	–	–	0.01%	167
2022 Q4	$7.93K	Hold	166	–	–	0.01%	179
2022 Q3	$8.09K	Buy	+166	New	+$9.24K	0.01%	161

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

LJAC

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

Legend Financial Advisors's ERTH Position: Q3 2025 in Review

Legend Financial Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2025, closing a stake of 166 shares — an estimated $7.05K sold.

Legend Financial Advisors first reported a position in ERTH in Q3 2022 and held it in 11 quarters. The position peaked at $8.15K in Q1 2023. 83 funds tracked by Wall St. Rank hold ERTH as of Q3 2025.

Legend Financial Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 166 Invesco MSCI Sustainable Future ETF shares in Q3 2025, an estimated $7.05K.
Legend Financial Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Invesco MSCI Sustainable Future ETF position peaked at $8.15K in Q1 2023.
83 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.