Gupta Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$976K	Sell	70,398 -9,678	-12%	-$124K	0.23%	95
2015 Q4	$1.09M	Sell	80,076 -30,155	-27%	-$447K	0.28%	81
2015 Q3	$1.59M	Sell	110,231 -51,420	-32%	-$815K	0.39%	61
2015 Q2	$2.76M	Buy	161,651 +74,077	+85%	+$1.34M	0.68%	40
2015 Q1	$1.53M	Buy	+87,574	New	+$1.55M	0.45%	57

Other funds holding PID

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Gupta Wealth Management reduced its Invesco International Dividend Achievers ETF (PID) stake by 12% in Q1 2016, selling an estimated $124K and leaving 70,398 shares worth $976K. The position accounts for 0.23% of the portfolio, ranked #95.

Gupta Wealth Management first reported a position in PID in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.76M in Q2 2015. 93 funds tracked by Wall St. Rank hold PID as of Q1 2016.

Gupta Wealth Management held 70,398 shares of Invesco International Dividend Achievers ETF worth $976K as of Q1 2016.
Gupta Wealth Management sold 9,678 Invesco International Dividend Achievers ETF shares in Q1 2016, an estimated $124K.
Invesco International Dividend Achievers ETF made up 0.23% of Gupta Wealth Management's portfolio in Q1 2016, its #95 holding.
Gupta Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco International Dividend Achievers ETF position peaked at $2.76M in Q2 2015.
93 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2016.

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