Gupta Wealth Management’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$57K	Buy	1,403 +832	+146%	+$31.7K	0.01%	420
2015 Q4	$22K	Sell	571 -198	-26%	-$7.55K	0.01%	639
2015 Q3	$28K	Sell	769 -385	-33%	-$14.3K	0.01%	599
2015 Q2	$42K	Hold	1,154	–	–	0.01%	506
2015 Q1	$44K	Buy	+1,154	New	+$44K	0.01%	428

Other funds holding SPLV

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Gupta Wealth Management's SPLV Position: Q1 2016 in Review

Gupta Wealth Management increased its Invesco S&P 500 Low Volatility ETF (SPLV) stake by 146% in Q1 2016, buying an estimated $31.7K and bringing the position to 1,403 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #420.

Gupta Wealth Management first reported a position in SPLV in Q1 2015 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold SPLV as of Q1 2016.

Gupta Wealth Management held 1,403 shares of Invesco S&P 500 Low Volatility ETF worth $57K as of Q1 2016.
Gupta Wealth Management bought 832 Invesco S&P 500 Low Volatility ETF shares in Q1 2016, an estimated $31.7K.
Invesco S&P 500 Low Volatility ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #420 holding.
Gupta Wealth Management first reported a position in Invesco S&P 500 Low Volatility ETF in Q1 2015 and has held it in 5 quarters since.
263 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.