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
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

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's ERTH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Invesco MSCI Sustainable Future ETF (ERTH) position steady in Q2 2026 at 7,260 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Wealth Enhancement Advisory Services first reported a position in ERTH in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.69M in Q1 2022. 26 funds tracked by Wall St. Rank hold ERTH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,260 shares of Invesco MSCI Sustainable Future ETF worth $338K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its Invesco MSCI Sustainable Future ETF share count unchanged in Q2 2026.
  • Invesco MSCI Sustainable Future ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3083 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2021 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Invesco MSCI Sustainable Future ETF position peaked at $2.69M in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.