CLAYMORE EXCHANGE TRD FD TR's ticker is BSJIXXXX and the CUSIP is 18383M381.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $2,715,000 | +7.0% | 108,179 | +7.1% | 0.16% | +26.2% |
Q1 2018 | $2,538,000 | +4.4% | 101,047 | +4.4% | 0.13% | +4.8% |
Q4 2017 | $2,430,000 | +1.0% | 96,822 | +1.9% | 0.12% | -6.1% |
Q3 2017 | $2,407,000 | +4.4% | 95,019 | +4.6% | 0.13% | +0.8% |
Q2 2017 | $2,306,000 | +8.4% | 90,823 | +8.1% | 0.13% | +5.6% |
Q1 2017 | $2,128,000 | +5.0% | 84,021 | +4.4% | 0.12% | -2.4% |
Q4 2016 | $2,026,000 | +0.1% | 80,453 | +0.6% | 0.13% | -2.3% |
Q3 2016 | $2,023,000 | -6.3% | 79,942 | -8.0% | 0.13% | -11.6% |
Q2 2016 | $2,158,000 | +39.6% | 86,862 | +35.6% | 0.15% | +31.2% |
Q1 2016 | $1,546,000 | +17.7% | 64,062 | +15.4% | 0.11% | +12.0% |
Q4 2015 | $1,313,000 | +11.3% | 55,514 | +101.4% | 0.10% | -16.7% |
Q3 2015 | $1,180,000 | +260.9% | 27,558 | +116.7% | 0.12% | +185.7% |
Q4 2014 | $327,000 | +9.0% | 12,716 | +13.2% | 0.04% | -20.8% |
Q3 2014 | $300,000 | -40.4% | 11,236 | -38.7% | 0.05% | -37.6% |
Q2 2014 | $503,000 | +11.5% | 18,315 | +10.9% | 0.08% | -11.5% |
Q1 2014 | $451,000 | – | 16,513 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Capital Advantage, Inc. | 1,906,064 | $47,995,000 | 13.90% |
SHINE INVESTMENT ADVISORY SERVICES INC | 578,600 | $14,569,000 | 12.05% |
Ironwood Financial, llc | 313,306 | $7,889,000 | 5.54% |
Leicht Financial Planning & Wealth Management, Inc. | 197,089 | $4,981,000 | 4.60% |
Richard Bernstein Advisors LLC | 1,984,325 | $49,965,000 | 4.18% |
Gradient Investments LLC | 1,455,231 | $36,643,000 | 3.21% |
ADVISORS MANAGEMENT GROUP INC /ADV | 182,051 | $4,584,000 | 3.11% |
SFE Investment Counsel | 271,690 | $6,876,000 | 2.65% |
FCA CORP /TX | 184,893 | $4,656,000 | 2.32% |
GW HENSSLER & ASSOCIATES LTD | 750,918 | $18,908,000 | 2.09% |