CLAYMORE EXCHANGE TRD FD TR's ticker is BSJIXXXX and the CUSIP is 18383M381.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $4,318,000 | -8.2% | 172,051 | -7.3% | 2.21% | -11.1% |
| Q3 2017 | $4,702,000 | -0.4% | 185,616 | -0.2% | 2.49% | -4.5% |
| Q2 2017 | $4,722,000 | +1.0% | 185,985 | +0.7% | 2.61% | -11.8% |
| Q1 2017 | $4,677,000 | +2.0% | 184,624 | +1.4% | 2.96% | -5.1% |
| Q4 2016 | $4,584,000 | 0.0% | 182,051 | +0.5% | 3.11% | +2.0% |
| Q3 2016 | $4,584,000 | +2.2% | 181,101 | +0.3% | 3.05% | -2.2% |
| Q2 2016 | $4,484,000 | +5.9% | 180,533 | +2.9% | 3.12% | +1.2% |
| Q1 2016 | $4,233,000 | +2.6% | 175,430 | +0.7% | 3.09% | -8.7% |
| Q4 2015 | $4,124,000 | – | 174,292 | – | 3.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 982,275 | $24,686,000 | 21.34% |
| Capital Advantage, Inc. | 1,966,011 | $49,386,000 | 12.08% |
| Northwest Capital Management Inc | 105,806 | $2,658,000 | 2.85% |
| CORRADO ADVISORS, LLC | 98,333 | $2,470,000 | 1.48% |
| ATWOOD & PALMER INC | 393,538 | $9,886,000 | 1.41% |
| Gradient Investments LLC | 883,471 | $22,193,000 | 1.20% |
| Castleview Partners, LLC | 56,711 | $1,425,000 | 1.18% |
| VISTA INVESTMENT MANAGEMENT | 43,650 | $1,096,000 | 1.15% |
| Paulson Wealth Management Inc. | 42,558 | $1,069,000 | 1.06% |
| IMA Wealth, Inc. | 84,238 | $2,116,000 | 0.94% |