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Gupta Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Gupta Wealth Management’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$101K Hold
2,479
– – 0.02% 325
2015
Q4 		$103K Sell
2,479
-376
-13% -$15.8K 0.03% 316
2015
Q3 		$115K Hold
2,855
– – 0.03% 325
2015
Q2 		$123K Buy
2,855
+376
+15% +$16.3K 0.03% 320
2015
Q1 		$108K Buy
+2,479
New +$105K 0.03% 296

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q1 2016 at 2,479 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #325.

Gupta Wealth Management first reported a position in PDP in Q1 2015 and has held it in 5 quarters since. The position peaked at $123K in Q2 2015. 125 funds tracked by Wall St. Rank hold PDP as of Q1 2016.

  • Gupta Wealth Management held 2,479 shares of Invesco Dorsey Wright Momentum ETF worth $101K as of Q1 2016.
  • Gupta Wealth Management left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q1 2016.
  • Invesco Dorsey Wright Momentum ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #325 holding.
  • Gupta Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $123K in Q2 2015.
  • 125 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2016.

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