Gupta Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$40K	Buy	+1,861	New	+$39.1K	0.01%	478

Other funds holding BSCK

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

MFWM

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

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

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

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

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

Gupta Wealth Management opened a new position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2016: 1,861 shares worth $40K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings.

90 funds tracked by Wall St. Rank hold BSCK as of Q1 2016.

Gupta Wealth Management held 1,861 shares of Invesco BulletShares 2020 Corporate Bond ETF worth $40K as of Q1 2016.
Invesco BulletShares 2020 Corporate Bond ETF was a new Gupta Wealth Management position in Q1 2016.
Invesco BulletShares 2020 Corporate Bond ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #478 holding.
90 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2016.

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