CLAYMORE EXCHANGE TRD FD TR's ticker is BSJIXXXX and the CUSIP is 18383M381.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $15,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $15,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $15,000 | 0.0% | 600 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $15,000 | +87.5% | 600 | +100.0% | 0.00% | +200.0% |
| Q3 2016 | $8,000 | +14.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $7,000 | -97.9% | 300 | -97.9% | 0.00% | -98.3% |
| Q1 2016 | $338,000 | +42.6% | 14,000 | +40.0% | 0.06% | +39.5% |
| Q4 2015 | $237,000 | -3.7% | 10,000 | 0.0% | 0.04% | -8.5% |
| Q3 2015 | $246,000 | – | 10,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 982,275 | $24,686,000 | 21.34% |
| Capital Advantage, Inc. | 1,966,011 | $49,386,000 | 12.08% |
| Northwest Capital Management Inc | 105,806 | $2,658,000 | 2.85% |
| CORRADO ADVISORS, LLC | 98,333 | $2,470,000 | 1.48% |
| ATWOOD & PALMER INC | 393,538 | $9,886,000 | 1.41% |
| Gradient Investments LLC | 883,471 | $22,193,000 | 1.20% |
| Castleview Partners, LLC | 56,711 | $1,425,000 | 1.18% |
| VISTA INVESTMENT MANAGEMENT | 43,650 | $1,096,000 | 1.15% |
| Paulson Wealth Management Inc. | 42,558 | $1,069,000 | 1.06% |
| IMA Wealth, Inc. | 84,238 | $2,116,000 | 0.94% |