Gupta Wealth Management’s Invesco Large Cap Value ETF PWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$32K	Hold	1,055	–	–	0.01%	552
2015 Q4	$31K	Hold	1,055	–	–	0.01%	557
2015 Q3	$30K	Hold	1,055	–	–	0.01%	575
2015 Q2	$32K	Hold	1,055	–	–	0.01%	598
2015 Q1	$33K	Buy	+1,055	New	+$32.8K	0.01%	482

Other funds holding PWV

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco Large Cap Value ETF (PWV) position steady in Q1 2016 at 1,055 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #552.

Gupta Wealth Management first reported a position in PWV in Q1 2015 and has held it in 5 quarters since. The position peaked at $33K in Q1 2015. 88 funds tracked by Wall St. Rank hold PWV as of Q1 2016.

Gupta Wealth Management held 1,055 shares of Invesco Large Cap Value ETF worth $32K as of Q1 2016.
Gupta Wealth Management left its Invesco Large Cap Value ETF share count unchanged in Q1 2016.
Invesco Large Cap Value ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #552 holding.
Gupta Wealth Management first reported a position in Invesco Large Cap Value ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco Large Cap Value ETF position peaked at $33K in Q1 2015.
88 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2016.

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