IMA Wealth, Inc. - POWERSHARES ETF TR II ownership

POWERSHARES ETF TR II's ticker is SPLVXXXX and the CUSIP is 73937B779. A total of 293 filers reported holding POWERSHARES ETF TR II in Q2 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of POWERSHARES ETF TR II
ValueSharesWeighting
Q1 2018$1,775,000
-2.2%
37,798
-0.6%
0.79%
-2.7%
Q4 2017$1,815,000
-3.5%
38,020
-7.4%
0.81%
-7.0%
Q3 2017$1,881,000
+6.7%
41,069
+4.2%
0.87%
+2.9%
Q2 2017$1,763,000
+0.5%
39,423
-2.3%
0.85%
-4.0%
Q1 2017$1,754,000
-10.8%
40,343
-14.7%
0.88%
-27.1%
Q4 2016$1,966,000
+1.7%
47,288
+1.5%
1.21%
+9.5%
Q3 2016$1,934,000
-1.8%
46,605
+1.3%
1.11%
-10.4%
Q2 2016$1,969,000
+28.6%
46,025
+21.2%
1.24%
+39.1%
Q1 2016$1,531,00037,9600.89%
Other shareholders
POWERSHARES ETF TR II shareholders Q2 2016
NameSharesValueWeighting ↓
Evensky & Katz LLC 354,165$12,675,0004.76%
New England Private Wealth Advisors LLC 271,703$9,671,0003.97%
Windhaven Investment Management, Inc. 15,920,663$565,980,0003.10%
Geller Advisors LLC 124,030$4,414,0002.95%
Capital Advisors, Ltd. LLC 135,846$4,835,0002.71%
TOMPKINS FINANCIAL CORP 299,587$10,662,0002.64%
Prospera Financial Services Inc 255,510$9,094,0002.46%
NewSquare Capital LLC 170,747$6,077,0002.18%
Jacobus Wealth Management, Inc. 226,560$8,063,0002.06%
WOODMONT INVESTMENT COUNSEL LLC 166,653$5,931,0001.67%
View complete list of POWERSHARES ETF TR II shareholders