Gupta Wealth Management’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-315	Closed	-$8K	–	1341
2015 Q3	$8K	Hold	315	–	–	﹤0.01%	964
2015 Q2	$9K	Buy	+315	New	+$9.38K	﹤0.01%	928

Other funds holding RZG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

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

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

Gupta Wealth Management sold out of Invesco S&P SmallCap 600 Pure Growth ETF (RZG) in Q4 2015, closing a stake of 315 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in RZG in Q2 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2015. 54 funds tracked by Wall St. Rank hold RZG as of Q4 2015.

Gupta Wealth Management reported no remaining Invesco S&P SmallCap 600 Pure Growth ETF position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 315 Invesco S&P SmallCap 600 Pure Growth ETF shares in Q4 2015, an estimated $8K.
Gupta Wealth Management first reported a position in Invesco S&P SmallCap 600 Pure Growth ETF in Q2 2015 and held it in 2 quarters.
Gupta Wealth Management's Invesco S&P SmallCap 600 Pure Growth ETF position peaked at $9K in Q2 2015.
54 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Growth ETF as of Q4 2015.

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