CLAYMORE EXCHANGE TRD FD TR's ticker is BSJMXXXX and the CUSIP is 18383M217.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $282,000 | +6.8% | 11,486 | +8.4% | 0.17% | +22.5% |
| Q4 2017 | $264,000 | -10.8% | 10,600 | -9.0% | 0.14% | -18.9% |
| Q3 2017 | $296,000 | +2.4% | 11,652 | +2.4% | 0.18% | +1.7% |
| Q2 2017 | $289,000 | -50.1% | 11,379 | -50.3% | 0.17% | -55.7% |
| Q1 2017 | $579,000 | -29.7% | 22,893 | -30.5% | 0.39% | +20.1% |
| Q4 2016 | $824,000 | – | 32,958 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 116,243 | $2,924,000 | 2.66% |
| Pacific Wealth Strategies Group, Inc. | 70,582 | $1,786,000 | 1.55% |
| Mirador Capital Partners LP | 31,946 | $809,000 | 0.59% |
| Private Advisory Group LLC | 22,893 | $579,000 | 0.39% |
| Camelot Portfolios, LLC | 28,312 | $717,000 | 0.35% |
| FCG ADVISORS, LLC | 28,438 | $720,000 | 0.29% |
| Brookstone Capital Management | 89,050 | $2,254,000 | 0.23% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,151 | $763,000 | 0.19% |
| Flaharty Asset Management, LLC | 10,000 | $252,000 | 0.16% |
| FDx Advisors, Inc. | 122,723 | $3,106,000 | 0.10% |