Wealth Enhancement Advisory Services
ERTH icon

Wealth Enhancement Advisory Services’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Wealth Enhancement Advisory 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
2026
Q3 		$305K Hold
7,260
– – ﹤0.01% 3330
2026
Q2 		$338K Hold
7,260
– – ﹤0.01% 3083
2026
Q1 		$344K Sell
7,260
-13
-0.2% -$623 ﹤0.01% 2642
2025
Q4 		$349K Sell
7,273
-194
-3% -$9.22K ﹤0.01% 2792
2025
Q3 		$357K Sell
7,467
-3,860
-34% -$173K ﹤0.01% 2640
2025
Q2 		$495K Buy
11,327
+3,596
+47% +$146K ﹤0.01% 2239
2025
Q1 		$300K Hold
7,731
– – ﹤0.01% 2454
2024
Q4 		$313K Sell
7,731
-314
-4% -$13.3K ﹤0.01% 2353
2024
Q3 		$363K Sell
8,045
-3,013
-27% -$126K ﹤0.01% 2050
2024
Q2 		$436K Sell
11,058
-125
-1% -$5.15K ﹤0.01% 1731
2024
Q1 		$473K Buy
11,183
+1
+0% +$42 ﹤0.01% 1621
2023
Q4 		$528K Sell
11,182
-12,597
-53% -$537K ﹤0.01% 1468
2023
Q3 		$1.05M Buy
+23,779
New +$1.16M ﹤0.01% 1073
2022
Q3 		– Sell
-40,469
Closed -$2.24M – 341
2022
Q2 		$2.24M Sell
40,469
-1,939
-5% -$108K 0.03% 197
2022
Q1 		$2.69M Buy
42,408
+4,840
+13% +$292K 0.04% 174
2021
Q4 		$2.24M Buy
37,568
+19,967
+113% +$1.36M 0.03% 166
2021
Q3 		$1.22M Buy
+17,601
New +$1.17M 0.02% 200

Other funds holding ERTH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services's ERTH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q3 2026 at 7,260 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

Wealth Enhancement Advisory Services first reported a position in ERTH in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.69M in Q1 2022. 58 funds tracked by Wall St. Rank hold ERTH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,260 shares of Invesco MSCI Sustainable Future ETF worth $305K as of Q3 2026.
  • Wealth Enhancement Advisory Services left its Invesco MSCI Sustainable Future ETF share count unchanged in Q3 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3330 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2021 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Invesco MSCI Sustainable Future ETF position peaked at $2.69M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.