POWERSHARES ACTIVE MNG ETF T's ticker is PHDGXXXX and the CUSIP is 73935B805.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $164,000 | +3.1% | 5,825 | 0.0% | 0.00% | – |
| Q4 2017 | $159,000 | +3.9% | 5,825 | 0.0% | 0.00% | – |
| Q3 2017 | $153,000 | +4.1% | 5,825 | 0.0% | 0.00% | – |
| Q2 2017 | $147,000 | -14.0% | 5,825 | -14.1% | 0.00% | -100.0% |
| Q1 2017 | $171,000 | +22.1% | 6,779 | +16.4% | 0.00% | 0.0% |
| Q4 2016 | $140,000 | -82.7% | 5,825 | -83.0% | 0.00% | -66.7% |
| Q2 2016 | $808,000 | +392.7% | 34,281 | +422.3% | 0.00% | +200.0% |
| Q1 2016 | $164,000 | -1.8% | 6,563 | -2.7% | 0.00% | 0.0% |
| Q4 2015 | $167,000 | -75.5% | 6,747 | -76.2% | 0.00% | -66.7% |
| Q3 2015 | $681,000 | -93.6% | 28,324 | -93.1% | 0.00% | -94.1% |
| Q2 2015 | $10,656,000 | -14.3% | 412,074 | -10.8% | 0.05% | -20.3% |
| Q1 2015 | $12,431,000 | +8.6% | 461,933 | +12.4% | 0.06% | -44.8% |
| Q4 2014 | $11,442,000 | +145.6% | 411,127 | +153.8% | 0.12% | +146.8% |
| Q3 2014 | $4,658,000 | – | 161,974 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PALLADIEM, LLC | 435,560 | $12,122,000 | 9.93% |
| Institute for Wealth Management, LLC. | 253,171 | $7,046,000 | 7.41% |
| Estate Counselors, LLC | 608,430 | $16,933,000 | 5.99% |
| Wharton Business Group, LLC | 2,285,530 | $63,606,000 | 5.26% |
| Burt Wealth Advisors | 63,730 | $1,774,000 | 1.88% |
| BADGLEY PHELPS & BELL INC | 515,406 | $14,344,000 | 1.40% |
| Stratos Wealth Partners, LTD. | 245,968 | $6,845,000 | 1.23% |
| COLONY GROUP LLC | 280,756 | $7,813,000 | 0.82% |
| Cetera Advisor Networks LLC | 295,510 | $8,223,000 | 0.58% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 777,598 | $21,640,000 | 0.16% |