Gupta Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$8K	Hold	500	–	–	﹤0.01%	904
2015 Q4	$8K	Hold	500	–	–	﹤0.01%	940
2015 Q3	$8K	Hold	500	–	–	﹤0.01%	962
2015 Q2	$8K	Hold	500	–	–	﹤0.01%	953
2015 Q1	$8K	Buy	+500	New	+$8.13K	﹤0.01%	809

Other funds holding RPG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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

JCM

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

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco S&P 500 Pure Growth ETF (RPG) position steady in Q1 2016 at 500 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Gupta Wealth Management first reported a position in RPG in Q1 2015 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold RPG as of Q1 2016.

Gupta Wealth Management held 500 shares of Invesco S&P 500 Pure Growth ETF worth $8K as of Q1 2016.
Gupta Wealth Management left its Invesco S&P 500 Pure Growth ETF share count unchanged in Q1 2016.
Invesco S&P 500 Pure Growth ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #904 holding.
Gupta Wealth Management first reported a position in Invesco S&P 500 Pure Growth ETF in Q1 2015 and has held it in 5 quarters since.
125 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Growth ETF as of Q1 2016.

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