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Gupta Wealth Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Gupta Wealth Management’s Portfolio KBWD Stock Details KBWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-58
Closed -$1K – 1214
2015
Q4 		$1K Hold
58
– – ﹤0.01% 1191
2015
Q3 		$1K Buy
+58
New +$1.35K ﹤0.01% 1202

Other funds holding KBWD

Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Gupta Wealth Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2016, closing a stake of 58 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in KBWD in Q3 2015 and held it in 2 quarters. The position peaked at $1K in Q4 2015. 36 funds tracked by Wall St. Rank hold KBWD as of Q1 2016.

  • Gupta Wealth Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 58 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $1K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2016.

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