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

Gupta Wealth Management’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,500
Closed -$32K – 1337
2015
Q2 		$32K Buy
+3,500
New +$32.8K 0.01% 600

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gupta Wealth Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q3 2015, closing a stake of 3,500 shares — an estimated $32K sold.

Gupta Wealth Management first reported a position in RSPT in Q2 2015 and held it in 1 quarter. The position peaked at $32K in Q2 2015. 81 funds tracked by Wall St. Rank hold RSPT as of Q3 2015.

  • Gupta Wealth Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 3,500 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2015, an estimated $32K.
  • Gupta Wealth Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $32K in Q2 2015.
  • 81 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2015.

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