POWERSHARES ETF TRUST's ticker is PEZ and the CUSIP is 73935X419.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $231,000 | -7.6% | 5,180 | -15.2% | 0.03% | -31.8% |
| Q3 2014 | $250,000 | -0.4% | 6,111 | +3.9% | 0.04% | +4.8% |
| Q2 2014 | $251,000 | +3.3% | 5,880 | -1.3% | 0.04% | -19.2% |
| Q1 2014 | $243,000 | +5.2% | 5,956 | +6.4% | 0.05% | -8.8% |
| Q4 2013 | $231,000 | +13.2% | 5,599 | +8.8% | 0.06% | -1.7% |
| Q3 2013 | $204,000 | – | 5,145 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 631,055 | $28,625,000 | 2.30% |
| WESPAC Advisors, LLC | 8,385 | $380,000 | 0.67% |
| SignalPoint Asset Management, LLC | 18,050 | $819,000 | 0.37% |
| WFG Advisors, LP | 14,155 | $642,000 | 0.20% |
| SMITH HAYES Advisers, Inc | 16,493 | $748,000 | 0.16% |
| Cetera Advisor Networks LLC | 45,311 | $2,053,000 | 0.14% |
| Private Advisor Group, LLC | 44,872 | $2,035,000 | 0.11% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4,283 | $194,000 | 0.11% |
| Spectrum Management Group, LLC | 4,595 | $208,000 | 0.11% |
| Janney Montgomery Scott LLC | 74,394 | $3,375,000 | 0.10% |