Gupta Wealth Management’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$39K	Buy	+1,839	New	+$38.7K	0.01%	486

Other funds holding BSCI

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

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

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

MFWM

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

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q1 2016: 1,839 shares worth $39K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings.

108 funds tracked by Wall St. Rank hold BSCI as of Q1 2016.

Gupta Wealth Management held 1,839 shares of Invesco BulletShares 2018 Corporate Bond ETF worth $39K as of Q1 2016.
Invesco BulletShares 2018 Corporate Bond ETF was a new Gupta Wealth Management position in Q1 2016.
Invesco BulletShares 2018 Corporate Bond ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #486 holding.
108 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q1 2016.

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