VisionPoint Advisory Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

VisionPoint Advisory Group’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	-207	Closed	-$8.17K	–	401
2024 Q2	$8.17K	Buy	207 +22	+12%	+$907	﹤0.01%	513
2024 Q1	$7.82K	Buy	185 +17	+10%	+$719	﹤0.01%	483
2023 Q4	$7.94K	Buy	+168	New	+$7.17K	﹤0.01%	441
2023 Q3	–	Sell	-159	Closed	-$7.79K	–	722
2023 Q2	$7.79K	Buy	+159	New	+$7.55K	﹤0.01%	424
2022 Q2	–	Sell	-8,564	Closed	-$427K	–	107
2022 Q1	$427K	Sell	8,564 -6,356	-43%	-$384K	0.2%	58
2021 Q4	$882K	Buy	14,920 +2,493	+20%	+$170K	0.39%	55
2021 Q3	$893K	Sell	12,427 -3,045	-20%	-$202K	0.4%	52
2021 Q2	$1.07M	Buy	15,472 +1,893	+14%	+$139K	0.48%	58
2021 Q1	$1.03M	Buy	13,579 +7,443	+121%	+$579K	0.49%	56
2020 Q4	$461K	Buy	+6,136	New	+$406K	0.23%	88

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

VisionPoint Advisory Group's ERTH Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2024, closing a stake of 207 shares — an estimated $8.17K sold.

VisionPoint Advisory Group first reported a position in ERTH in Q4 2020 and held it in 10 quarters. The position peaked at $1.07M in Q2 2021. 87 funds tracked by Wall St. Rank hold ERTH as of Q3 2024.

VisionPoint Advisory Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 207 Invesco MSCI Sustainable Future ETF shares in Q3 2024, an estimated $8.17K.
VisionPoint Advisory Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2020 and held it in 10 quarters.
VisionPoint Advisory Group's Invesco MSCI Sustainable Future ETF position peaked at $1.07M in Q2 2021.
87 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.