POWERSHARES ETF TR II's ticker is XMLVXXXX and the CUSIP is 73937B647.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $6,245,000 | 0.0% | 139,428 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $6,245,000 | -14.8% | 139,428 | -13.7% | 0.06% | -17.1% |
| Q4 2017 | $7,331,000 | +13.6% | 161,518 | +9.9% | 0.07% | 0.0% |
| Q3 2017 | $6,453,000 | +22.4% | 147,016 | +20.6% | 0.07% | +12.9% |
| Q2 2017 | $5,273,000 | +29.4% | 121,878 | +26.6% | 0.06% | +19.2% |
| Q1 2017 | $4,075,000 | -29.2% | 96,296 | -32.0% | 0.05% | -35.0% |
| Q4 2016 | $5,752,000 | -40.8% | 141,628 | -43.4% | 0.08% | -45.2% |
| Q3 2016 | $9,720,000 | +89.4% | 250,172 | +90.8% | 0.15% | +78.0% |
| Q2 2016 | $5,133,000 | +26915.8% | 131,116 | +21752.7% | 0.08% | – |
| Q3 2015 | $19,000 | -5.0% | 600 | 0.0% | 0.00% | – |
| Q2 2015 | $20,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q1 2015 | $20,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 294,797 | $12,756,000 | 8.56% |
| MONEYWISE, INC. | 176,024 | $7,617,000 | 6.49% |
| Hefty Wealth Partners | 99,890 | $4,322,000 | 2.95% |
| SMITH, MOORE & CO. | 101,868 | $4,408,000 | 1.48% |
| Well Done, LLC | 86,581 | $3,746,000 | 1.31% |
| Private Advisory Group LLC | 49,563 | $2,145,000 | 1.28% |
| Capital Asset Advisory Services LLC | 41,116 | $1,779,000 | 1.14% |
| Partnervest Advisory Services LLC | 48,529 | $2,100,000 | 0.95% |
| Gateway Advisory, LLC | 47,670 | $2,063,000 | 0.64% |
| Paragon Wealth Strategies, LLC | 14,704 | $636,000 | 0.57% |