SeaCrest Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-300	Closed	-$16K	–	883
2022 Q2	$16K	Buy	+300	New	+$16.7K	﹤0.01%	1567
2019 Q2	–	Sell	-300	Closed	-$13K	–	909
2019 Q1	$13K	Hold	300	–	–	﹤0.01%	1435
2018 Q4	$11K	Hold	300	–	–	﹤0.01%	1457
2018 Q3	$13K	Hold	300	–	–	﹤0.01%	1536
2018 Q2	$13K	Hold	300	–	–	﹤0.01%	1507
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	1486
2017 Q4	$13K	Buy	+300	New	+$12.6K	﹤0.01%	1499

Other funds holding ERTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AWM

Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return

SeaCrest Wealth Management's ERTH Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2022, closing a stake of 300 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in ERTH in Q4 2017 and held it in 7 quarters. The position peaked at $16K in Q2 2022. 99 funds tracked by Wall St. Rank hold ERTH as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 300 Invesco MSCI Sustainable Future ETF shares in Q3 2022, an estimated $16K.
SeaCrest Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $16K in Q2 2022.
99 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.