Gupta Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$3K	Hold	172	–	–	﹤0.01%	1026
2015 Q4	$3K	Hold	172	–	–	﹤0.01%	1086
2015 Q3	$3K	Buy	+172	New	+$3.44K	﹤0.01%	1100

Other funds holding PFXF

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gupta Wealth Management held its VanEck Preferred Securities ex Financials ETF (PFXF) position steady in Q1 2016 at 172 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Gupta Wealth Management first reported a position in PFXF in Q3 2015 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold PFXF as of Q1 2016.

Gupta Wealth Management held 172 shares of VanEck Preferred Securities ex Financials ETF worth $3K as of Q1 2016.
Gupta Wealth Management left its VanEck Preferred Securities ex Financials ETF share count unchanged in Q1 2016.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1026 holding.
Gupta Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2015 and has held it in 3 quarters since.
37 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2016.

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