GWM
RSPM icon

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

Gupta Wealth Management’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-720
Closed -$10K – 1339
2015
Q3 		$10K Buy
+720
New +$11.5K ﹤0.01% 910

Other funds holding RSPM

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's RSPM Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2015, closing a stake of 720 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in RSPM in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 30 funds tracked by Wall St. Rank hold RSPM as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 720 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2015, an estimated $10K.
  • Gupta Wealth Management first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco S&P 500 Equal Weight Materials ETF position peaked at $10K in Q3 2015.
  • 30 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.