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Gupta Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Gupta Wealth Management’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$161K Buy
8,515
+540
+7% +$9.49K 0.04% 272
2015
Q4 		$150K Buy
+7,975
New +$154K 0.04% 282

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

Gupta Wealth Management increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 6.8% in Q1 2016, buying an estimated $9.49K and bringing the position to 8,515 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #272.

Gupta Wealth Management first reported a position in PRFZ in Q4 2015 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold PRFZ as of Q1 2016.

  • Gupta Wealth Management held 8,515 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $161K as of Q1 2016.
  • Gupta Wealth Management bought 540 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2016, an estimated $9.49K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #272 holding.
  • Gupta Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2015 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2016.

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