POWERSHARES ETF TR II's ticker is SPHDXXXX and the CUSIP is 73937B654.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,735,000 | +88.2% | 43,990 | +102.4% | 0.01% | +83.3% |
| Q4 2017 | $922,000 | +16.4% | 21,738 | +12.6% | 0.01% | 0.0% |
| Q3 2017 | $792,000 | -9.2% | 19,314 | -10.9% | 0.01% | -14.3% |
| Q2 2017 | $872,000 | -39.9% | 21,678 | -39.5% | 0.01% | -46.2% |
| Q1 2017 | $1,451,000 | -59.3% | 35,835 | -60.6% | 0.01% | -66.7% |
| Q4 2016 | $3,562,000 | +73.3% | 90,920 | +69.2% | 0.04% | +34.5% |
| Q2 2016 | $2,055,000 | +311.0% | 53,743 | +299.1% | 0.03% | +262.5% |
| Q1 2016 | $500,000 | +646.3% | 13,465 | +573.6% | 0.01% | +700.0% |
| Q4 2015 | $67,000 | +252.6% | 1,999 | +233.2% | 0.00% | – |
| Q3 2015 | $19,000 | – | 600 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCM ADVISORS, LLC | 1,057,398 | $41,693,000 | 24.68% |
| Sequoia Wealth Management, LLC | 217,672 | $8,579,000 | 8.29% |
| Ahrens Investment Partners LLC | 379,795 | $14,975,000 | 6.45% |
| Madrona Financial Services, LLC | 193,250 | $7,620,000 | 6.07% |
| CWH Capital Management, Inc. | 271,455 | $10,703,000 | 5.07% |
| Smart Money Group LLC | 117,396 | $4,629,000 | 4.71% |
| New England Private Wealth Advisors LLC | 247,946 | $9,774,000 | 2.76% |
| Northside Capital Management, LLC | 203,153 | $8,010,000 | 2.63% |
| First Capital Advisors Group, LLC. | 95,103 | $3,750,000 | 2.17% |
| F3Logic, LLC | 65,139 | $2,571,000 | 1.96% |