Gupta Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$3K	Hold	143	–	–	﹤0.01%	1036
2015 Q4	$3K	Hold	143	–	–	﹤0.01%	1095
2015 Q3	$3K	Buy	+143	New	+$3.5K	﹤0.01%	1107

Other funds holding VRP

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

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Gupta Wealth Management held its Invesco Variable Rate Preferred ETF (VRP) position steady in Q1 2016 at 143 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Gupta Wealth Management first reported a position in VRP in Q3 2015 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold VRP as of Q1 2016.

Gupta Wealth Management held 143 shares of Invesco Variable Rate Preferred ETF worth $3K as of Q1 2016.
Gupta Wealth Management left its Invesco Variable Rate Preferred ETF share count unchanged in Q1 2016.
Invesco Variable Rate Preferred ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1036 holding.
Gupta Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q3 2015 and has held it in 3 quarters since.
70 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2016.

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