POWERSHARES ETF TR II's ticker is PXHXXXX and the CUSIP is 73936T763.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $383,000 | +2.4% | 16,298 | -2.6% | 0.09% | +4.5% |
| Q4 2017 | $374,000 | +12.3% | 16,733 | +7.1% | 0.09% | +4.8% |
| Q3 2017 | $333,000 | +9.2% | 15,623 | +1.6% | 0.08% | +3.7% |
| Q2 2017 | $305,000 | +0.3% | 15,374 | +0.4% | 0.08% | 0.0% |
| Q1 2017 | $304,000 | +9.7% | 15,311 | +0.2% | 0.08% | +3.8% |
| Q4 2016 | $277,000 | +3.4% | 15,273 | +1.9% | 0.08% | +2.6% |
| Q3 2016 | $268,000 | +12.1% | 14,981 | +2.0% | 0.08% | +10.1% |
| Q2 2016 | $239,000 | +9.6% | 14,682 | +5.1% | 0.07% | +3.0% |
| Q1 2016 | $218,000 | +32.9% | 13,966 | +18.4% | 0.07% | +34.0% |
| Q4 2015 | $164,000 | -69.3% | 11,796 | -57.6% | 0.05% | -65.8% |
| Q2 2015 | $535,000 | +3.3% | 27,810 | -0.6% | 0.15% | +2.1% |
| Q1 2015 | $518,000 | +23.6% | 27,973 | +24.3% | 0.14% | +31.2% |
| Q4 2014 | $419,000 | +73.1% | 22,513 | +84.9% | 0.11% | +60.3% |
| Q1 2014 | $242,000 | +8.5% | 12,173 | +11.6% | 0.07% | +9.7% |
| Q4 2013 | $223,000 | – | 10,907 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brinker Capital Investments, LLC | 3,009,651 | $64,196,000 | 2.28% |
| Waverly Advisors, LLC | 451,268 | $9,626,000 | 2.09% |
| Legacy Private Trust Co. | 801,279 | $17,091,000 | 2.08% |
| Freestone Capital Holdings, LLC | 677,916 | $14,460,000 | 1.03% |
| FOSTER & MOTLEY INC | 275,290 | $5,872,000 | 1.01% |
| AGILIS PARTNERS LLC | 55,880 | $1,192,000 | 0.79% |
| JFS WEALTH ADVISORS, LLC | 127,530 | $2,720,000 | 0.70% |
| Bridgeworth, LLC | 17,971 | $383,000 | 0.54% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 307,565 | $6,554,000 | 0.54% |
| Frontier Wealth Management LLC | 172,096 | $3,671,000 | 0.53% |