Sigma Planning Corp’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Sigma Planning Corp’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	-3,394	Closed	-$209K	–	1333
2022 Q1	$209K	Buy	3,394 +39	+1%	+$2.35K	0.01%	1235
2021 Q4	$224K	Buy	3,355 +1	+0%	+$68	0.01%	1233
2021 Q3	$212K	Sell	3,354 -82	-2%	-$5.43K	0.01%	1239
2021 Q2	$238K	Buy	+3,436	New	+$252K	0.01%	1201
2021 Q1	–	Sell	-2,971	Closed	-$223K	–	1358
2020 Q4	$223K	Buy	+2,971	New	+$197K	0.01%	1049

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

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

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

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

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

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

Sigma Planning Corp's ERTH Position: Q2 2022 in Review

Sigma Planning Corp sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2022, closing a stake of 3,394 shares — an estimated $209K sold.

Sigma Planning Corp first reported a position in ERTH in Q4 2020 and held it in 5 quarters. The position peaked at $238K in Q2 2021. 105 funds tracked by Wall St. Rank hold ERTH as of Q2 2022.

Sigma Planning Corp reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 3,394 Invesco MSCI Sustainable Future ETF shares in Q2 2022, an estimated $209K.
Sigma Planning Corp first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and held it in 5 quarters.
Sigma Planning Corp's Invesco MSCI Sustainable Future ETF position peaked at $238K in Q2 2021.
105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.