Creative Planning - VOC ENERGY TR ownership

VOC ENERGY TR's ticker is VOC and the CUSIP is 91829B103. A total of 32 filers reported holding VOC ENERGY TR in Q4 2017. The put-call ratio across all filers is 1.27 and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of VOC ENERGY TR
ValueSharesWeighting
Q1 2021$570,000
+59.2%
162,969
+1.0%
0.00%0.0%
Q4 2020$358,000
+45.5%
161,390
+4.2%
0.00%0.0%
Q3 2020$246,000
-34.4%
154,8590.0%0.00%0.0%
Q2 2020$375,000
+79.4%
154,859
+16.9%
0.00%0.0%
Q1 2020$209,000
-58.8%
132,509
+21.0%
0.00%
-50.0%
Q4 2019$507,000
-5.9%
109,535
+7.4%
0.00%0.0%
Q3 2019$539,000
+8.2%
101,968
+3.8%
0.00%0.0%
Q2 2019$498,000
-3.7%
98,252
+8.2%
0.00%0.0%
Q1 2019$517,000
+72.3%
90,824
+9.5%
0.00%
+100.0%
Q4 2018$300,000
-30.6%
82,965
+4.9%
0.00%
-50.0%
Q3 2018$432,000
+6.4%
79,071
+3.3%
0.00%0.0%
Q2 2018$406,000
+54.4%
76,513
+18.5%
0.00%
+100.0%
Q1 2018$263,000
-24.2%
64,556
+10.1%
0.00%0.0%
Q4 2017$347,000
+62.1%
58,622
+2.1%
0.00%0.0%
Q3 2017$214,000
+10.3%
57,392
+25.9%
0.00%0.0%
Q2 2017$194,000
+57.7%
45,568
+30.2%
0.00%0.0%
Q1 2017$123,000
+1130.0%
35,000
+5733.3%
0.00%
Q2 2014$10,000
+11.1%
6000.0%0.00%
Q1 2014$9,000
+50.0%
600
+50.0%
0.00%
Q4 2013$6,0004000.00%
Other shareholders
VOC ENERGY TR shareholders Q4 2017
NameSharesValueWeighting ↓
NAVELLIER & ASSOCIATES INC 77,492$640,8590.14%
McGowan Group Asset Management, Inc. 99,780$825,1770.13%
180 WEALTH ADVISORS, LLC 35,984$297,5920.07%
RR Advisors, LLC 38,000$3130.06%
IMA Wealth, Inc. 5,800$47,6180.01%
Cetera Advisor Networks LLC 108,070$893,7390.01%
Atria Wealth Solutions, Inc. 47,952$396,5620.01%
HighTower Advisors, LLC 153,870$1,274,0000.00%
Janney Montgomery Scott LLC 21,626$1790.00%
Geneos Wealth Management Inc. 2,500$20,6750.00%
View complete list of VOC ENERGY TR shareholders