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Principal Securities’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Principal Securities’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
Q4 		– Sell
-100
Closed -$4.76K – 1990
2025
Q3 		$4.76K Sell
100
-20
-17% -$898 ﹤0.01% 2977
2025
Q2 		$5.1K Hold
120
– – ﹤0.01% 2862
2025
Q1 		$4.85K Hold
120
– – ﹤0.01% 2784
2024
Q4 		$4.85K Hold
120
– – ﹤0.01% 2781
2024
Q3 		$5.41K Hold
120
– – ﹤0.01% 2649
2024
Q2 		$4.74K Hold
120
– – ﹤0.01% 2655
2024
Q1 		$5.07K Hold
120
– – ﹤0.01% 2605
2023
Q4 		$5.67K Buy
+120
New +$5.12K ﹤0.01% 2483

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
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

Principal Securities's ERTH Position: Q4 2025 in Review

Principal Securities sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2025, closing a stake of 100 shares — an estimated $4.76K sold.

Principal Securities first reported a position in ERTH in Q4 2023 and held it in 8 quarters. The position peaked at $5.67K in Q4 2023. 85 funds tracked by Wall St. Rank hold ERTH as of Q4 2025.

  • Principal Securities reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 100 Invesco MSCI Sustainable Future ETF shares in Q4 2025, an estimated $4.76K.
  • Principal Securities first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco MSCI Sustainable Future ETF position peaked at $5.67K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.