Gupta Wealth Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$268K	Hold	12,990	–	–	0.06%	211
2015 Q4	$257K	Sell	12,990 -28,865	-69%	-$580K	0.07%	211
2015 Q3	$841K	Sell	41,855 -500	-1%	-$9.98K	0.21%	101
2015 Q2	$847K	Hold	42,355	–	–	0.21%	103
2015 Q1	$884K	Buy	+42,355	New	+$884K	0.26%	92

Other funds holding BSCO

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

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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco BulletShares 2024 Corporate Bond ETF (BSCO) position steady in Q1 2016 at 12,990 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #211.

Gupta Wealth Management first reported a position in BSCO in Q1 2015 and has held it in 5 quarters since. The position peaked at $884K in Q1 2015. 30 funds tracked by Wall St. Rank hold BSCO as of Q1 2016.

Gupta Wealth Management held 12,990 shares of Invesco BulletShares 2024 Corporate Bond ETF worth $268K as of Q1 2016.
Gupta Wealth Management left its Invesco BulletShares 2024 Corporate Bond ETF share count unchanged in Q1 2016.
Invesco BulletShares 2024 Corporate Bond ETF made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #211 holding.
Gupta Wealth Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $884K in Q1 2015.
30 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q1 2016.

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