POWERSHARES ETF TR II's ticker is PZAXXXX and the CUSIP is 73936T474.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $33,000 | +43.5% | 1,296 | +47.6% | 0.00% | – |
| Q4 2017 | $23,000 | +4.5% | 878 | 0.0% | 0.00% | – |
| Q3 2017 | $22,000 | 0.0% | 878 | 0.0% | 0.00% | – |
| Q2 2017 | $22,000 | 0.0% | 878 | 0.0% | 0.00% | – |
| Q1 2017 | $22,000 | 0.0% | 878 | 0.0% | 0.00% | – |
| Q4 2016 | $22,000 | -4.3% | 878 | 0.0% | 0.00% | – |
| Q3 2016 | $23,000 | -73.3% | 878 | -72.8% | 0.00% | – |
| Q2 2016 | $86,000 | +3.6% | 3,227 | 0.0% | 0.00% | – |
| Q1 2016 | $83,000 | -1.2% | 3,227 | -2.4% | 0.00% | – |
| Q4 2015 | $84,000 | +1.2% | 3,305 | 0.0% | 0.00% | – |
| Q3 2015 | $83,000 | -11.7% | 3,305 | -13.3% | 0.00% | – |
| Q2 2015 | $94,000 | -4.1% | 3,812 | -0.7% | 0.00% | – |
| Q1 2015 | $98,000 | +1.0% | 3,840 | +0.7% | 0.00% | – |
| Q4 2014 | $97,000 | -19.2% | 3,814 | -20.0% | 0.00% | – |
| Q3 2014 | $120,000 | -7.0% | 4,769 | -8.9% | 0.00% | – |
| Q2 2014 | $129,000 | -16.8% | 5,233 | -18.7% | 0.00% | – |
| Q1 2014 | $155,000 | +6.9% | 6,438 | +1.9% | 0.00% | – |
| Q4 2013 | $145,000 | -1.4% | 6,320 | -0.8% | 0.00% | – |
| Q3 2013 | $147,000 | +34.9% | 6,371 | +40.2% | 0.00% | – |
| Q2 2013 | $109,000 | – | 4,545 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2,029,407 | $51,831,000 | 5.93% |
| Csenge Advisory Group | 138,357 | $3,533,634,000 | 1.40% |
| Cardan Capital Partners, LLC | 156,056 | $3,986,000 | 0.80% |
| FIRST UNITED BANK & TRUST | 35,005 | $894,000 | 0.60% |
| Tortoise Investment Management, LLC | 59,900 | $1,530,000 | 0.46% |
| Asset Management Group, Inc. | 39,611 | $1,012,000 | 0.38% |
| Continuum Advisory, LLC | 16,896 | $432,000 | 0.38% |
| Clear Perspective Advisors, LLC | 17,500 | $447,000 | 0.36% |
| Transamerica Financial Advisors, Inc. | 98,479 | $2,516,000 | 0.31% |
| KWMG, LLC | 34,780 | $888,000 | 0.29% |