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Orion Portfolio Solutions’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-77
Closed -$4K – 907
2020
Q2 		$4K Hold
77
– – ﹤0.01% 1542
2020
Q1 		$3K Buy
+77
New +$3.6K ﹤0.01% 1444

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Orion Portfolio Solutions's ERTH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2020, closing a stake of 77 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in ERTH in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 74 funds tracked by Wall St. Rank hold ERTH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 77 Invesco MSCI Sustainable Future ETF shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco MSCI Sustainable Future ETF position peaked at $4K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.