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Gupta Wealth Management’s Invesco Global Water ETF PIO Stock Holding History

Gupta Wealth Management’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$11K Hold
500
– – ﹤0.01% 845
2015
Q4 		$10K Hold
500
– – ﹤0.01% 887
2015
Q3 		$10K Hold
500
– – ﹤0.01% 908
2015
Q2 		$12K Hold
500
– – ﹤0.01% 857
2015
Q1 		$12K Buy
+500
New +$11.4K ﹤0.01% 719

Other funds holding PIO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco Global Water ETF (PIO) position steady in Q1 2016 at 500 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Gupta Wealth Management first reported a position in PIO in Q1 2015 and has held it in 5 quarters since. The position peaked at $12K in Q2 2015. 56 funds tracked by Wall St. Rank hold PIO as of Q1 2016.

  • Gupta Wealth Management held 500 shares of Invesco Global Water ETF worth $11K as of Q1 2016.
  • Gupta Wealth Management left its Invesco Global Water ETF share count unchanged in Q1 2016.
  • Invesco Global Water ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #845 holding.
  • Gupta Wealth Management first reported a position in Invesco Global Water ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Invesco Global Water ETF position peaked at $12K in Q2 2015.
  • 56 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2016.

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