OPPENHEIMER ETF TR's ticker is RWLXXXX and the CUSIP is 68386C104.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $12,000 | +20.0% | 225 | 0.0% | 0.00% | – |
| Q4 2018 | $10,000 | -16.7% | 225 | 0.0% | 0.00% | – |
| Q3 2018 | $12,000 | +9.1% | 225 | 0.0% | 0.00% | – |
| Q2 2018 | $11,000 | 0.0% | 225 | 0.0% | 0.00% | – |
| Q1 2018 | $11,000 | -52.2% | 225 | -50.7% | 0.00% | – |
| Q4 2017 | $23,000 | +4.5% | 456 | 0.0% | 0.00% | – |
| Q3 2017 | $22,000 | +4.8% | 456 | 0.0% | 0.00% | – |
| Q2 2017 | $21,000 | 0.0% | 456 | 0.0% | 0.00% | – |
| Q1 2017 | $21,000 | – | 456 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fusion Family Wealth LLC | 535,512 | $23,610,000 | 13.87% |
| Kelman-Lazarov, Inc. | 115,271 | $5,008,006,000 | 2.82% |
| Flaharty Asset Management, LLC | 11,062 | $486,000 | 1.54% |
| Klingman & Associates, LLC | 116,916 | $5,079,000 | 1.54% |
| Smart Portfolios, LLC | 33,659 | $1,462,000 | 1.27% |
| Patriot Financial Group Insurance Agency, LLC | 7,601 | $335,000 | 0.46% |
| Proficio Capital Partners LLC | 7,800 | $339,000 | 0.14% |
| Waldron Private Wealth LLC | 7,242 | $314,000 | 0.11% |
| NATIONAL PLANNING CORP | 27,188 | $1,197,000 | 0.09% |
| MADISON INVESTMENT HOLDINGS INC | 100,774 | $4,378,000 | 0.08% |