Gupta Wealth Management’s Guggenheim BulletShares 2017 Corporate Bond ETF BSCH Stock Holding History

Gupta Wealth Management’s Portfolio BSCH Stock Details BSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$39K	Buy	+1,704	New	+$38.5K	0.01%	487

Other funds holding BSCH

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Gupta Wealth Management's BSCH Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Guggenheim BulletShares 2017 Corporate Bond ETF (BSCH) in Q1 2016: 1,704 shares worth $39K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings.

125 funds tracked by Wall St. Rank hold BSCH as of Q1 2016.

Gupta Wealth Management held 1,704 shares of Guggenheim BulletShares 2017 Corporate Bond ETF worth $39K as of Q1 2016.
Guggenheim BulletShares 2017 Corporate Bond ETF was a new Gupta Wealth Management position in Q1 2016.
Guggenheim BulletShares 2017 Corporate Bond ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #487 holding.
125 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 Corporate Bond ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.