POWERSHARES ETF TR II's ticker is SPHDXXXX and the CUSIP is 73937B654.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $806,000 | -3.8% | 20,430 | +3.4% | 0.04% | -4.7% |
| Q4 2017 | $838,000 | +7.4% | 19,755 | +3.9% | 0.04% | 0.0% |
| Q3 2017 | $780,000 | -13.7% | 19,012 | -15.4% | 0.04% | -15.7% |
| Q2 2017 | $904,000 | +26.1% | 22,475 | +27.0% | 0.05% | +21.4% |
| Q1 2017 | $717,000 | +51.9% | 17,690 | +46.9% | 0.04% | +40.0% |
| Q4 2016 | $472,000 | +100.9% | 12,046 | +99.2% | 0.03% | +100.0% |
| Q3 2016 | $235,000 | -12.3% | 6,047 | -13.6% | 0.02% | -16.7% |
| Q2 2016 | $268,000 | – | 6,998 | – | 0.02% | – |
Download | ||||||
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% |