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

Rossby Financial’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
2026
Q1 		$7.67K Hold
161
– – ﹤0.01% 1347
2025
Q4 		$7.59K Hold
161
– – ﹤0.01% 1008
2025
Q3 		$7.77K Hold
161
– – ﹤0.01% 906
2025
Q2 		$6.84K Hold
161
– – ﹤0.01% 852
2025
Q1 		$6.37K Buy
+161
New +$6.49K ﹤0.01% 778

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Rossby Financial's ERTH Position: Q1 2026 in Review

Rossby Financial held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q1 2026 at 161 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Rossby Financial first reported a position in ERTH in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.77K in Q3 2025. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • Rossby Financial held 161 shares of Invesco MSCI Sustainable Future ETF worth $7.67K as of Q1 2026.
  • Rossby Financial left its Invesco MSCI Sustainable Future ETF share count unchanged in Q1 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1347 holding.
  • Rossby Financial first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Invesco MSCI Sustainable Future ETF position peaked at $7.77K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.