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

Gupta Wealth Management’s Portfolio RSPU Stock Details RSPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-200
Closed -$7K – 1311
2015
Q1 		$7K Buy
+200
New +$7.74K ﹤0.01% 832

Other funds holding RSPU

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Gupta Wealth Management's RSPU Position: Q2 2015 in Review

Gupta Wealth Management sold out of Invesco S&P 500 Equal Weight Utilities ETF (RSPU) in Q2 2015, closing a stake of 200 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in RSPU in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 32 funds tracked by Wall St. Rank hold RSPU as of Q2 2015.

  • Gupta Wealth Management reported no remaining Invesco S&P 500 Equal Weight Utilities ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 200 Invesco S&P 500 Equal Weight Utilities ETF shares in Q2 2015, an estimated $7K.
  • Gupta Wealth Management first reported a position in Invesco S&P 500 Equal Weight Utilities ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco S&P 500 Equal Weight Utilities ETF position peaked at $7K in Q1 2015.
  • 32 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Utilities ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.