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Gupta Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Gupta Wealth Management’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-251
Closed -$7K – 1304
2015
Q3 		$7K Hold
251
– – ﹤0.01% 987
2015
Q2 		$8K Buy
+251
New +$8.04K ﹤0.01% 948

Other funds holding IDLV

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Gupta Wealth Management's IDLV Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2015, closing a stake of 251 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in IDLV in Q2 2015 and held it in 2 quarters. The position peaked at $8K in Q2 2015. 53 funds tracked by Wall St. Rank hold IDLV as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 251 Invesco S&P International Developed Low Volatility ETF shares in Q4 2015, an estimated $7K.
  • Gupta Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $8K in Q2 2015.
  • 53 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.