CLAYMORE EXCHANGE TRD FD TR's ticker is BSJIXXXX and the CUSIP is 18383M381.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $225,000 | -0.9% | 8,945 | 0.0% | 0.05% | -10.0% |
| Q3 2017 | $227,000 | 0.0% | 8,945 | 0.0% | 0.06% | -4.8% |
| Q2 2017 | $227,000 | 0.0% | 8,945 | 0.0% | 0.06% | -14.9% |
| Q1 2017 | $227,000 | +0.9% | 8,945 | 0.0% | 0.07% | -10.8% |
| Q4 2016 | $225,000 | -0.4% | 8,945 | 0.0% | 0.08% | -6.7% |
| Q3 2016 | $226,000 | +1.8% | 8,945 | 0.0% | 0.09% | -3.3% |
| Q2 2016 | $222,000 | +2.8% | 8,945 | 0.0% | 0.09% | +13.6% |
| Q1 2016 | $216,000 | +1.9% | 8,945 | 0.0% | 0.08% | +1.2% |
| Q4 2015 | $212,000 | -13.5% | 8,945 | -10.1% | 0.08% | -14.9% |
| Q3 2015 | $245,000 | +5.6% | 9,945 | +11.2% | 0.09% | +16.0% |
| Q2 2015 | $232,000 | +2.2% | 8,945 | +2.3% | 0.08% | +6.6% |
| Q1 2015 | $227,000 | +8.6% | 8,745 | +7.4% | 0.08% | -5.0% |
| Q4 2014 | $209,000 | -0.9% | 8,145 | +3.1% | 0.08% | -1.2% |
| Q3 2014 | $211,000 | – | 7,900 | – | 0.08% | – |
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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% |