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

Gupta Wealth Management’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-938
Closed -$29K – 1334
2015
Q2 		$29K Buy
+938
New +$29.3K 0.01% 648

Other funds holding RSPF

WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Gupta Wealth Management's RSPF Position: Q3 2015 in Review

Gupta Wealth Management sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2015, closing a stake of 938 shares — an estimated $29K sold.

Gupta Wealth Management first reported a position in RSPF in Q2 2015 and held it in 1 quarter. The position peaked at $29K in Q2 2015. 43 funds tracked by Wall St. Rank hold RSPF as of Q3 2015.

  • Gupta Wealth Management reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 938 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2015, an estimated $29K.
  • Gupta Wealth Management first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco S&P 500 Equal Weight Financials ETF position peaked at $29K in Q2 2015.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.