Gupta Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$73K	Hold	3,171	–	–	0.02%	382
2015 Q4	$75K	Sell	3,171 -604	-16%	-$14.2K	0.02%	373
2015 Q3	$85K	Hold	3,775	–	–	0.02%	364
2015 Q2	$90K	Buy	3,775 +604	+19%	+$15.4K	0.02%	361
2015 Q1	$79K	Buy	+3,171	New	+$77.9K	0.02%	332

Other funds holding PIZ

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

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

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

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

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

Gupta Wealth Management held its Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) position steady in Q1 2016 at 3,171 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #382.

Gupta Wealth Management first reported a position in PIZ in Q1 2015 and has held it in 5 quarters since. The position peaked at $90K in Q2 2015. 52 funds tracked by Wall St. Rank hold PIZ as of Q1 2016.

Gupta Wealth Management held 3,171 shares of Invesco Dorsey Wright Developed Markets Momentum ETF worth $73K as of Q1 2016.
Gupta Wealth Management left its Invesco Dorsey Wright Developed Markets Momentum ETF share count unchanged in Q1 2016.
Invesco Dorsey Wright Developed Markets Momentum ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #382 holding.
Gupta Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $90K in Q2 2015.
52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2016.

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