Gupta Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.31M	Sell	16,710 -316	-2%	-$23.2K	0.31%	76
2015 Q4	$1.3M	Sell	17,026 -46,635	-73%	-$3.62M	0.33%	67
2015 Q3	$4.68M	Buy	63,661 +15,105	+31%	+$1.18M	1.14%	16
2015 Q2	$3.88M	Buy	48,556 +17,050	+54%	+$1.4M	0.95%	18
2015 Q1	$2.55M	Buy	+31,506	New	+$2.53M	0.75%	36

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Gupta Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.9% in Q1 2016, selling an estimated $23.2K and leaving 16,710 shares worth $1.31M. The position accounts for 0.31% of the portfolio, ranked #76.

Gupta Wealth Management first reported a position in RSP in Q1 2015 and has held it in 5 quarters since. The position peaked at $4.68M in Q3 2015. 329 funds tracked by Wall St. Rank hold RSP as of Q1 2016.

Gupta Wealth Management held 16,710 shares of Invesco S&P 500 Equal Weight ETF worth $1.31M as of Q1 2016.
Gupta Wealth Management sold 316 Invesco S&P 500 Equal Weight ETF shares in Q1 2016, an estimated $23.2K.
Invesco S&P 500 Equal Weight ETF made up 0.31% of Gupta Wealth Management's portfolio in Q1 2016, its #76 holding.
Gupta Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $4.68M in Q3 2015.
329 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2016.

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