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Prospera Financial Services’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-150
Closed -$9K – 1895
2022
Q1 		$9K Buy
+150
New +$9.05K ﹤0.01% 2067

Other funds holding ERTH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Prospera Financial Services's ERTH Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2022, closing a stake of 150 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in ERTH in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 105 funds tracked by Wall St. Rank hold ERTH as of Q2 2022.

  • Prospera Financial Services reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 150 Invesco MSCI Sustainable Future ETF shares in Q2 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Invesco MSCI Sustainable Future ETF position peaked at $9K in Q1 2022.
  • 105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.