Financial Architects (New Jersey)’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Financial Architects (New Jersey)’s Portfolio ULQ Stock Details ULQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-98	Closed	-$5K	–	1692
2017 Q4	$5K	Hold	98	–	–	﹤0.01%	1319
2017 Q3	$5K	Hold	98	–	–	﹤0.01%	1292
2017 Q2	$5K	Hold	98	–	–	﹤0.01%	1314
2017 Q1	$5K	Hold	98	–	–	﹤0.01%	1311
2016 Q4	$5K	Buy	+98	New	+$5K	﹤0.01%	1172
2014 Q4	–	Sell	-199	Closed	-$10K	–	1121
2014 Q3	$10K	Hold	199	–	–	﹤0.01%	621
2014 Q2	$10K	Buy	+199	New	+$10K	﹤0.01%	650

Other funds holding ULQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

CCM

CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return

MBT

Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return

Financial Architects (New Jersey)'s ULQ Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q1 2018, closing a stake of 98 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in ULQ in Q2 2014 and held it in 7 quarters. The position peaked at $10K in Q3 2014. 96 funds tracked by Wall St. Rank hold ULQ as of Q1 2018.

Financial Architects (New Jersey) reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 98 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q1 2018, an estimated $5K.
Financial Architects (New Jersey) first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q2 2014 and held it in 7 quarters.
Financial Architects (New Jersey)'s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $10K in Q3 2014.
96 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.