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Sunbelt Securities’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Sunbelt Securities’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 		$1.75K Hold
37
– – ﹤0.01% 1967
2025
Q4 		$1.75K Buy
37
+15
+68% +$713 ﹤0.01% 1924
2025
Q3 		$1.05K Buy
+22
New +$988 ﹤0.01% 2033

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

Sunbelt Securities's ERTH Position: Q1 2026 in Review

Sunbelt Securities held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q1 2026 at 37 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Sunbelt Securities first reported a position in ERTH in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold ERTH as of Q1 2026.

  • Sunbelt Securities held 37 shares of Invesco MSCI Sustainable Future ETF worth $1.75K as of Q1 2026.
  • Sunbelt Securities left its Invesco MSCI Sustainable Future ETF share count unchanged in Q1 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1967 holding.
  • Sunbelt Securities first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.