Gupta Wealth Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$86K	Hold	6,900	–	–	0.02%	348
2015 Q4	$91K	Hold	6,900	–	–	0.02%	333
2015 Q3	$89K	Hold	6,900	–	–	0.02%	356
2015 Q2	$98K	Hold	6,900	–	–	0.02%	351
2015 Q1	$95K	Buy	+6,900	New	+$91K	0.03%	310

Other funds holding PTF

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco Dorsey Wright Technology Momentum ETF (PTF) position steady in Q1 2016 at 6,900 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #348.

Gupta Wealth Management first reported a position in PTF in Q1 2015 and has held it in 5 quarters since. The position peaked at $98K in Q2 2015. 46 funds tracked by Wall St. Rank hold PTF as of Q1 2016.

Gupta Wealth Management held 6,900 shares of Invesco Dorsey Wright Technology Momentum ETF worth $86K as of Q1 2016.
Gupta Wealth Management left its Invesco Dorsey Wright Technology Momentum ETF share count unchanged in Q1 2016.
Invesco Dorsey Wright Technology Momentum ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #348 holding.
Gupta Wealth Management first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco Dorsey Wright Technology Momentum ETF position peaked at $98K in Q2 2015.
46 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2016.

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