Gupta Wealth Management’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$6K	Hold	250	–	–	﹤0.01%	942
2015 Q4	$6K	Hold	250	–	–	﹤0.01%	993
2015 Q3	$6K	Hold	250	–	–	﹤0.01%	1024
2015 Q2	$6K	Hold	250	–	–	﹤0.01%	1005
2015 Q1	$6K	Buy	+250	New	+$6.24K	﹤0.01%	863

Other funds holding PVI

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco Floating Rate Municipal Income ETF (PVI) position steady in Q1 2016 at 250 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Gupta Wealth Management first reported a position in PVI in Q1 2015 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold PVI as of Q1 2016.

Gupta Wealth Management held 250 shares of Invesco Floating Rate Municipal Income ETF worth $6K as of Q1 2016.
Gupta Wealth Management left its Invesco Floating Rate Municipal Income ETF share count unchanged in Q1 2016.
Invesco Floating Rate Municipal Income ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #942 holding.
Gupta Wealth Management first reported a position in Invesco Floating Rate Municipal Income ETF in Q1 2015 and has held it in 5 quarters since.
21 funds tracked by Wall St. Rank held Invesco Floating Rate Municipal Income ETF as of Q1 2016.

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