POWERSHARES ETF TR II's ticker is SPHDXXXX and the CUSIP is 73937B654.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $433,000 | +11.3% | 11,668 | 0.0% | 0.49% | +14.0% |
| Q4 2015 | $389,000 | +10.2% | 11,668 | +3.9% | 0.43% | -0.9% |
| Q3 2015 | $353,000 | -5.6% | 11,225 | -5.1% | 0.43% | +25.5% |
| Q2 2015 | $374,000 | +2.5% | 11,825 | +6.7% | 0.34% | +6.2% |
| Q1 2015 | $365,000 | – | 11,085 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCM ADVISORS, LLC | 1,057,398 | $41,693,000 | 24.68% |
| Sequoia Wealth Management, LLC | 217,672 | $8,579,000 | 8.29% |
| Ahrens Investment Partners LLC | 379,795 | $14,975,000 | 6.45% |
| Madrona Financial Services, LLC | 193,250 | $7,620,000 | 6.07% |
| CWH Capital Management, Inc. | 271,455 | $10,703,000 | 5.07% |
| Smart Money Group LLC | 117,396 | $4,629,000 | 4.71% |
| New England Private Wealth Advisors LLC | 247,946 | $9,774,000 | 2.76% |
| Northside Capital Management, LLC | 203,153 | $8,010,000 | 2.63% |
| First Capital Advisors Group, LLC. | 95,103 | $3,750,000 | 2.17% |
| F3Logic, LLC | 65,139 | $2,571,000 | 1.96% |