CLAYMORE EXCHANGE TRD FD TR's ticker is BSJIXXXX and the CUSIP is 18383M381.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $483,000 | -13.4% | 19,210 | -13.6% | 0.28% | -20.5% |
| Q4 2017 | $558,000 | -7.9% | 22,231 | -7.0% | 0.35% | -15.4% |
| Q3 2017 | $606,000 | +152.5% | 23,916 | +153.4% | 0.42% | +153.7% |
| Q2 2017 | $240,000 | +0.8% | 9,438 | +0.3% | 0.16% | -7.9% |
| Q1 2017 | $238,000 | +11.7% | 9,411 | +11.5% | 0.18% | -9.6% |
| Q4 2016 | $213,000 | – | 8,443 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 689,810 | $17,421,000 | 14.49% |
| Capital Advantage, Inc. | 1,978,202 | $50,108,000 | 12.54% |
| Matthew Goff Investment Advisor, LLC | 417,736 | $10,581,000 | 4.54% |
| Richard Bernstein Advisors LLC | 2,281,016 | $57,779,000 | 4.00% |
| Ironwood Financial, llc | 213,710 | $5,413,000 | 3.34% |
| SFE Investment Counsel | 259,785 | $6,580,000 | 2.77% |
| Mirador Capital Partners LP | 182,195 | $4,610,000 | 2.70% |
| ADVISORS MANAGEMENT GROUP INC /ADV | 185,616 | $4,702,000 | 2.49% |
| Gradient Investments LLC | 1,347,075 | $34,121,000 | 2.18% |
| FCA CORP /TX | 196,677 | $4,982,000 | 2.06% |