Gupta Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$124K	Sell	2,735 -127	-4%	-$5.46K	0.03%	298
2015 Q4	$130K	Buy	2,862 +127	+5%	+$5.89K	0.03%	295
2015 Q3	$120K	Hold	2,735	–	–	0.03%	321
2015 Q2	$133K	Hold	2,735	–	–	0.03%	308
2015 Q1	$135K	Buy	+2,735	New	+$133K	0.04%	268

Other funds holding PKW

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

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

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

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

Gupta Wealth Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 4.4% in Q1 2016, selling an estimated $5.46K and leaving 2,735 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #298.

Gupta Wealth Management first reported a position in PKW in Q1 2015 and has held it in 5 quarters since. The position peaked at $135K in Q1 2015. 133 funds tracked by Wall St. Rank hold PKW as of Q1 2016.

Gupta Wealth Management held 2,735 shares of Invesco BuyBack Achievers ETF worth $124K as of Q1 2016.
Gupta Wealth Management sold 127 Invesco BuyBack Achievers ETF shares in Q1 2016, an estimated $5.46K.
Invesco BuyBack Achievers ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #298 holding.
Gupta Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco BuyBack Achievers ETF position peaked at $135K in Q1 2015.
133 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2016.

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