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

Spire 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
2024 Q3	–	Sell	-917	Closed	-$36.2K	–	2198
2024 Q2	$36.2K	Sell	917 -1,865	-67%	-$76.9K	﹤0.01%	1233
2024 Q1	$118K	Buy	2,782 +4	+0.1%	+$169	﹤0.01%	940
2023 Q4	$115K	Hold	2,778	–	–	﹤0.01%	955
2023 Q3	$123K	Buy	+2,778	New	+$135K	﹤0.01%	877

Other funds holding ERTH

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Spire Wealth Management's ERTH Position: Q3 2024 in Review

Spire Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2024, closing a stake of 917 shares — an estimated $36.2K sold.

Spire Wealth Management first reported a position in ERTH in Q3 2023 and held it in 4 quarters. The position peaked at $123K in Q3 2023. 87 funds tracked by Wall St. Rank hold ERTH as of Q3 2024.

Spire Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 917 Invesco MSCI Sustainable Future ETF shares in Q3 2024, an estimated $36.2K.
Spire Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2023 and held it in 4 quarters.
Spire Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $123K in Q3 2023.
87 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.