POWERSHARES ETF TR II's ticker is XMLVXXXX and the CUSIP is 73937B647.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $420,000 | -10.3% | 9,369 | -9.1% | 0.03% | -13.9% |
| Q4 2017 | $468,000 | +2.6% | 10,305 | -0.9% | 0.04% | -5.3% |
| Q3 2017 | $456,000 | +5.3% | 10,394 | +3.8% | 0.04% | -7.3% |
| Q2 2017 | $433,000 | +1.6% | 10,012 | -0.6% | 0.04% | 0.0% |
| Q1 2017 | $426,000 | -2.5% | 10,070 | -6.4% | 0.04% | -14.6% |
| Q4 2016 | $437,000 | -1.1% | 10,758 | -5.5% | 0.05% | -7.7% |
| Q3 2016 | $442,000 | +6.2% | 11,379 | +7.0% | 0.05% | -3.7% |
| Q2 2016 | $416,000 | +90.0% | 10,635 | +22.6% | 0.05% | +80.0% |
| Q1 2016 | $219,000 | -5.6% | 8,672 | +27.3% | 0.03% | -6.2% |
| Q4 2015 | $232,000 | 0.0% | 6,810 | -4.7% | 0.03% | -13.5% |
| Q3 2015 | $232,000 | -12.8% | 7,146 | -10.6% | 0.04% | 0.0% |
| Q2 2015 | $266,000 | -13.9% | 7,995 | -12.2% | 0.04% | -9.8% |
| Q1 2015 | $309,000 | -13.4% | 9,104 | -16.1% | 0.04% | -12.8% |
| Q4 2014 | $357,000 | – | 10,849 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Center for Financial Services | 294,797 | $12,756,000 | 8.56% |
| MONEYWISE, INC. | 176,024 | $7,617,000 | 6.49% |
| Hefty Wealth Partners | 99,890 | $4,322,000 | 2.95% |
| SMITH, MOORE & CO. | 101,868 | $4,408,000 | 1.48% |
| Well Done, LLC | 86,581 | $3,746,000 | 1.31% |
| Private Advisory Group LLC | 49,563 | $2,145,000 | 1.28% |
| Capital Asset Advisory Services LLC | 41,116 | $1,779,000 | 1.14% |
| Partnervest Advisory Services LLC | 48,529 | $2,100,000 | 0.95% |
| Gateway Advisory, LLC | 47,670 | $2,063,000 | 0.64% |
| Paragon Wealth Strategies, LLC | 14,704 | $636,000 | 0.57% |