Gradient Investments’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

Gradient Investments’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
2017 Q2	–	Sell	-228	Closed	-$11K	–	965
2017 Q1	$11K	Buy	228 +144	+171%	+$6.95K	﹤0.01%	499
2016 Q4	$4K	Buy	+84	New	+$4K	﹤0.01%	587
2013 Q4	–	Sell	-11	Closed	-$1K	–	731
2013 Q3	$1K	Buy	+11	New	+$1K	﹤0.01%	486

Other funds holding ULQ

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

BCMO

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

FAG

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

LTFS

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Gradient Investments's ULQ Position: Q2 2017 in Review

Gradient Investments sold out of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) in Q2 2017, closing a stake of 228 shares — an estimated $11K sold.

Gradient Investments first reported a position in ULQ in Q3 2013 and held it in 3 quarters. The position peaked at $11K in Q1 2017. 96 funds tracked by Wall St. Rank hold ULQ as of Q2 2017.

Gradient Investments reported no remaining CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position as of Q2 2017 after selling out during the quarter.
Gradient Investments sold 228 CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF shares in Q2 2017, an estimated $11K.
Gradient Investments first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q3 2013 and held it in 3 quarters.
Gradient Investments's CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF position peaked at $11K in Q1 2017.
96 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.