POWERSHARES ETF TRUST's ticker is PDPXXXX and the CUSIP is 73935X153.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $440,000 | +5.5% | 8,515 | -0.8% | 0.01% | 0.0% |
| Q3 2017 | $417,000 | +1.5% | 8,587 | -2.3% | 0.01% | 0.0% |
| Q2 2017 | $411,000 | -2.1% | 8,785 | -5.4% | 0.01% | -9.1% |
| Q1 2017 | $420,000 | +2.9% | 9,284 | -4.4% | 0.01% | 0.0% |
| Q4 2016 | $408,000 | -1.0% | 9,707 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $412,000 | +0.7% | 9,707 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $409,000 | -15.1% | 9,707 | -17.9% | 0.01% | -15.4% |
| Q1 2016 | $482,000 | -11.2% | 11,820 | -9.9% | 0.01% | -18.8% |
| Q4 2015 | $543,000 | -4.6% | 13,126 | -7.3% | 0.02% | -11.1% |
| Q3 2015 | $569,000 | -6.3% | 14,160 | +0.4% | 0.02% | 0.0% |
| Q2 2015 | $607,000 | +7.2% | 14,107 | +8.3% | 0.02% | +5.9% |
| Q1 2015 | $566,000 | +0.5% | 13,021 | -5.0% | 0.02% | 0.0% |
| Q4 2014 | $563,000 | +7.4% | 13,711 | +2.9% | 0.02% | -5.6% |
| Q3 2014 | $524,000 | -3.9% | 13,325 | -4.6% | 0.02% | -18.2% |
| Q2 2014 | $545,000 | +3.6% | 13,965 | -1.0% | 0.02% | -4.3% |
| Q1 2014 | $526,000 | +70.8% | 14,110 | +67.7% | 0.02% | +64.3% |
| Q4 2013 | $308,000 | +23.7% | 8,415 | +14.6% | 0.01% | +27.3% |
| Q3 2013 | $249,000 | – | 7,345 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewEdge Advisors, LLC | 189,240 | $7,770,000 | 6.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 258,675 | $10,621,000 | 4.18% |
| NewSquare Capital LLC | 298,914 | $12,273,000 | 4.13% |
| Prospera Financial Services Inc | 316,716 | $13,004,000 | 3.24% |
| Hoxton Financial, Inc. | 157,998 | $6,487,000 | 2.71% |
| Stratos Wealth Partners, LTD. | 328,914 | $13,505,000 | 2.43% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 373,506 | $15,336,000 | 1.86% |
| B. Riley Wealth Management, Inc. | 41,937 | $1,721,000 | 1.41% |
| Koshinski Asset Management, Inc. | 53,531 | $2,198,000 | 1.25% |
| Baker Avenue Asset Management, LP | 177,631 | $7,294,000 | 1.01% |