GWM
PUW

Gupta Wealth Management’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

Gupta Wealth Management’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Hold
40
– – ﹤0.01% 1137
2015
Q4 		$1K Hold
40
– – ﹤0.01% 1223
2015
Q3 		$1K Hold
40
– – ﹤0.01% 1236
2015
Q2 		$1K Hold
40
– – ﹤0.01% 1233
2015
Q1 		$1K Buy
+40
New +$1.04K ﹤0.01% 1130

Other funds holding PUW

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco WilderHill Progressive Energy ETF (PUW) position steady in Q1 2016 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Gupta Wealth Management first reported a position in PUW in Q1 2015 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold PUW as of Q1 2016.

  • Gupta Wealth Management held 40 shares of Invesco WilderHill Progressive Energy ETF worth $1K as of Q1 2016.
  • Gupta Wealth Management left its Invesco WilderHill Progressive Energy ETF share count unchanged in Q1 2016.
  • Invesco WilderHill Progressive Energy ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1137 holding.
  • Gupta Wealth Management first reported a position in Invesco WilderHill Progressive Energy ETF in Q1 2015 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q1 2016.

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