CLAYMORE EXCHANGE TRD FD TR's ticker is BSJIXXXX and the CUSIP is 18383M381.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $591,000 | +7.5% | 23,541 | +7.5% | 0.04% | +2.4% |
| Q4 2017 | $550,000 | +6.0% | 21,902 | +6.8% | 0.04% | -2.3% |
| Q3 2017 | $519,000 | -23.1% | 20,502 | -22.9% | 0.04% | -31.7% |
| Q2 2017 | $675,000 | +3.2% | 26,604 | +3.1% | 0.06% | 0.0% |
| Q1 2017 | $654,000 | -1.9% | 25,812 | -2.5% | 0.06% | -13.7% |
| Q4 2016 | $667,000 | +7.6% | 26,482 | +8.1% | 0.07% | -1.4% |
| Q3 2016 | $620,000 | +43.5% | 24,489 | +40.8% | 0.07% | +32.1% |
| Q2 2016 | $432,000 | +22.4% | 17,393 | +18.8% | 0.06% | +16.7% |
| Q1 2016 | $353,000 | +15.0% | 14,646 | +13.0% | 0.05% | +11.6% |
| Q4 2015 | $307,000 | +2.3% | 12,957 | +6.6% | 0.04% | -10.4% |
| Q3 2015 | $300,000 | +18.1% | 12,157 | +23.9% | 0.05% | +37.1% |
| Q2 2015 | $254,000 | +17.1% | 9,815 | +17.4% | 0.04% | +20.7% |
| Q1 2015 | $217,000 | – | 8,361 | – | 0.03% | – |
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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% |