POWERSHARES ETF TR II's ticker is PHBXXXX and the CUSIP is 73936T557.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $45,000 | +50.0% | 2,374 | +49.7% | 0.00% | – |
| Q3 2017 | $30,000 | -89.5% | 1,586 | -89.4% | 0.00% | -100.0% |
| Q2 2017 | $285,000 | – | 15,000 | +74900.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 20 | -92.8% | 0.00% | – |
| Q1 2016 | $5,000 | +150.0% | 276 | +165.4% | 0.00% | – |
| Q4 2014 | $2,000 | -97.1% | 104 | -97.1% | 0.00% | -100.0% |
| Q3 2014 | $69,000 | – | 3,615 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 736,800 | $14,036,000 | 3.03% |
| Twele Capital Management, Inc. | 487,416 | $9,285,000 | 2.77% |
| OPTIMUM INVESTMENT ADVISORS | 245,005 | $4,667,000 | 1.55% |
| MOLLER WEALTH PARTNERS | 156,528 | $2,982,000 | 1.41% |
| Baker Ellis Asset Management LLC | 105,966 | $2,019,000 | 0.70% |
| Friedenthal Financial | 31,567 | $601,000 | 0.51% |
| Atria Investments, Inc | 237,894 | $4,532,000 | 0.46% |
| Private Ocean, LLC | 29,396 | $560,000 | 0.41% |
| Horizon Investments, LLC | 168,774 | $3,215,000 | 0.34% |
| Freedom Investment Management, Inc. | 97,392 | $1,855,000 | 0.33% |