POWERSHARES ETF TR II's ticker is IDLVXXXX and the CUSIP is 73937B688.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $108,000 | 0.0% | 3,197 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $108,000 | +1.9% | 3,197 | 0.0% | 0.01% | +25.0% |
| Q3 2017 | $106,000 | +116.3% | 3,197 | +109.4% | 0.00% | +100.0% |
| Q2 2017 | $49,000 | +2.1% | 1,527 | -1.0% | 0.00% | 0.0% |
| Q1 2017 | $48,000 | +29.7% | 1,543 | +17.2% | 0.00% | 0.0% |
| Q4 2016 | $37,000 | +68.2% | 1,317 | +80.4% | 0.00% | +100.0% |
| Q3 2016 | $22,000 | -92.0% | 730 | -92.4% | 0.00% | -94.7% |
| Q4 2015 | $276,000 | – | 9,642 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PFS INVESTMENTS INC. | 884,216 | $29,391,000 | 3.50% |
| Seneca House Advisors | 98,153 | $3,254,000 | 2.72% |
| Wagner Wealth Management, LLC | 85,894 | $2,847,000 | 2.17% |
| Ridgewood Investments LLC | 65,474 | $2,170,000 | 1.99% |
| GHP Investment Advisors, Inc. | 376,558 | $12,483,000 | 1.77% |
| Vista Private Wealth Partners. LLC | 55,128 | $1,860,000 | 1.66% |
| Arcus Capital Partners, LLC | 87,822 | $2,911,000 | 1.64% |
| G&S Capital LLC | 42,848 | $1,420,000 | 1.20% |
| Patriot Financial Group Insurance Agency, LLC | 47,916 | $1,571,000 | 1.16% |
| AlphaStar Capital Management, LLC | 64,509 | $2,138,000 | 0.81% |