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

Sowell 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
2021 Q1	–	Sell	-21,066	Closed	-$1.58M	–	3155
2020 Q4	$1.58M	Buy	21,066 +130	+0.6%	+$8.61K	0.07%	244
2020 Q3	$1.23M	Buy	20,936 +20,317	+3,282%	+$1.13M	0.06%	256
2020 Q2	$30K	Hold	619	–	–	﹤0.01%	1333
2020 Q1	$23K	Hold	619	–	–	﹤0.01%	1341
2019 Q4	$31K	Hold	619	–	–	﹤0.01%	1299
2019 Q3	$28K	Buy	+619	New	+$27.3K	﹤0.01%	1169

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sowell Financial Services's ERTH Position: Q1 2021 in Review

Sowell Financial Services sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2021, closing a stake of 21,066 shares — an estimated $1.58M sold.

Sowell Financial Services first reported a position in ERTH in Q3 2019 and held it in 6 quarters. The position peaked at $1.58M in Q4 2020. 105 funds tracked by Wall St. Rank hold ERTH as of Q1 2021.

Sowell Financial Services reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 21,066 Invesco MSCI Sustainable Future ETF shares in Q1 2021, an estimated $1.58M.
Sowell Financial Services first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's Invesco MSCI Sustainable Future ETF position peaked at $1.58M in Q4 2020.
105 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.