Camelot Portfolios, LLC Diversified Active

CIK: 0001569766 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 25, 2023

Total Value ($000): $159,509 (100.0% shares, 0.0% debt)

Holdings (195)

MINT PIMCO ETF TR 8.4%
Value ($000) $13,444 Shares 134,760 Est. Cost $99.22 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.8%
Value ($000) $6,086 Shares 295,857 Est. Cost $20.50 Unrealized
HIGHLAND OPPORTUNITIES 3.0%
Value ($000) $4,817 Shares 533,442 Est. Cost $9.99 Unrealized
NXDT NEXPOINT DIVERSIFIED REL ET 2.7%
Value ($000) $4,275 Shares 341,488 Est. Cost $11.06 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 1.8%
Value ($000) $2,856 Shares 125,267 Est. Cost $24.23 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.8%
Value ($000) $2,808 Shares 139,509 Est. Cost $20.83 Unrealized
IBDS ISHARES TR 1.7%
Value ($000) $2,776 Shares 118,226 Est. Cost $26.03 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 1.7%
Value ($000) $2,774 Shares 140,508 Est. Cost $22.15 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 1.6%
Value ($000) $2,611 Shares 73,810 Est. Cost $33.22 Unrealized
LIBERTY MEDIA CORP DEL 1.5%
Value ($000) $2,369 Shares 72,199 Est. Cost $38.36 Unrealized
PSEP INNOVATOR ETFS TR 1.4%
Value ($000) $2,305 Shares 70,456 Est. Cost $28.79 Unrealized
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $2,238 Shares 15,751 Est. Cost $105.37 Unrealized
VB VANGUARD INDEX FDS 1.3%
Value ($000) $2,143 Shares 10,774 Est. Cost $177.89 Unrealized
TLT ISHARES TR 1.3%
Value ($000) $2,079 Shares 20,200 Est. Cost $111.92 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $1,987 Shares 36,528 Est. Cost $51.61 Unrealized
DISCOVER FINL SVCS 1.2%
Value ($000) $1,984 Shares 16,976 Est. Cost $62.72 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY 1.2%
Value ($000) $1,982 Shares 279,091 Est. Cost $10.72 Unrealized
VO VANGUARD INDEX FDS 1.2%
Value ($000) $1,863 Shares 8,460 Est. Cost $165.22 Unrealized
GPMT GRANITE PT MTG TR INC 1.1%
Value ($000) $1,759 Shares 331,818 Est. Cost $7.68 Unrealized
ESS ESSEX PPTY TR INC 1.1%
Value ($000) $1,726 Shares 7,366 Est. Cost $192.85 Unrealized +2.2%
AMZN AMAZON COM INC 1.0%
Value ($000) $1,638 Shares 12,569 Est. Cost $120.56 Unrealized -5.3%
DAUG FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $1,621 Shares 47,621 Est. Cost $32.03 Unrealized
BAX BAXTER INTL INC 1.0%
Value ($000) $1,618 Shares 35,524 Est. Cost $39.42 Unrealized +3.4%
MFIC MIDCAP FINANCIAL INVSTMNT CO 1.0%
Value ($000) $1,600 Shares 127,365 Est. Cost $6.28 Unrealized +34.7%
NUVEEN REAL ASSET INCOME & G 1.0%
Value ($000) $1,543 Shares 135,154 Est. Cost $17.03 Unrealized
VMWARE INC 1.0%
Value ($000) $1,537 Shares 10,699 Est. Cost $136.88 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $1,441 Shares 5,091 Est. Cost $191.88 Unrealized
IWM ISHARES TR 0.9%
Value ($000) $1,437 Shares 7,671 Est. Cost $187.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $1,434 Shares 4,205 Est. Cost $276.01 Unrealized +18.2%
FDM FIRST TR DOW JONES SELECT MI 0.9%
Value ($000) $1,368 Shares 24,331 Est. Cost $41.23 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,360 Shares 7,009 Est. Cost $118.75 Unrealized +44.9%
TRITON INTL LTD 0.8%
Value ($000) $1,308 Shares 15,714 Est. Cost $40.73 Unrealized
CMP COMPASS MINERALS INTL INC 0.8%
Value ($000) $1,280 Shares 37,636 Est. Cost $47.36 Unrealized -31.4%
D DOMINION ENERGY INC 0.8%
Value ($000) $1,277 Shares 24,663 Est. Cost $52.33 Unrealized -9.1%
VSS VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $1,271 Shares 11,502 Est. Cost $101.10 Unrealized
EATON VANCE LTD DURATION INC 0.8%
Value ($000) $1,260 Shares 134,630 Est. Cost $11.88 Unrealized
FIRST TR HIGH INCOME LONG / 0.8%
Value ($000) $1,239 Shares 108,284 Est. Cost $13.04 Unrealized
FLR FLUOR CORP NEW 0.8%
Value ($000) $1,208 Shares 40,799 Est. Cost $19.74 Unrealized +45.4%
PII POLARIS INC 0.7%
Value ($000) $1,123 Shares 9,286 Est. Cost $100.16 Unrealized +10.3%
FJUN FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $1,089 Shares 26,271 Est. Cost $35.39 Unrealized
DEM WISDOMTREE TR 0.7%
Value ($000) $1,086 Shares 28,369 Est. Cost $37.01 Unrealized
BARINGS GLOBAL SHORT DURATIO 0.7%
Value ($000) $1,075 Shares 82,428 Est. Cost $13.00 Unrealized
VFC V F CORP 0.7%
Value ($000) $1,049 Shares 54,954 Est. Cost $26.35 Unrealized -22.2%
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,021 Shares 14,771 Est. Cost $56.76 Unrealized +13.3%
AZO AUTOZONE INC 0.6%
Value ($000) $997 Shares 400 Est. Cost $770.53 Unrealized +231.0%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $949 Shares 55,096 Est. Cost $11.98 Unrealized +23.4%
COHEN & STEERS REIT & PFD & 0.6%
Value ($000) $946 Shares 49,801 Est. Cost $20.26 Unrealized
AIG AMERICAN INTL GROUP INC 0.6%
Value ($000) $930 Shares 16,159 Est. Cost $29.70 Unrealized +70.4%
MAC MACERICH CO 0.6%
Value ($000) $929 Shares 82,443 Est. Cost $12.47 Unrealized
EWX SPDR INDEX SHS FDS 0.6%
Value ($000) $922 Shares 17,549 Est. Cost $43.29 Unrealized
LAD LITHIA MTRS INC 0.6%
Value ($000) $912 Shares 2,997 Est. Cost $286.06 Unrealized -16.3%
EPR EPR PPTYS 0.6%
Value ($000) $892 Shares 19,062 Est. Cost $50.07 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $891 Shares 7,445 Est. Cost $105.02 Unrealized +8.8%
WESTERN ASSET HIGH YIELD DEF 0.5%
Value ($000) $874 Shares 74,405 Est. Cost $12.64 Unrealized
INVESCO SR INCOME TR 0.5%
Value ($000) $871 Shares 226,292 Est. Cost $3.94 Unrealized
TEEKAY CORPORATION 0.5%
Value ($000) $864 Shares 143,000 Est. Cost $3.93 Unrealized
ING ING GROEP N.V. 0.5%
Value ($000) $862 Shares 64,003 Est. Cost $10.60 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.5%
Value ($000) $856 Shares 8,554 Est. Cost $100.07 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $852 Shares 13,049 Est. Cost $56.37 Unrealized +5.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.5%
Value ($000) $849 Shares 5,833 Est. Cost $115.42 Unrealized +14.9%
STLA STELLANTIS N.V 0.5%
Value ($000) $842 Shares 47,997 Est. Cost $17.19 Unrealized
EPRF INNOVATOR ETFS TR 0.5%
Value ($000) $825 Shares 44,965 Est. Cost $19.85 Unrealized
JLL JONES LANG LASALLE INC 0.5%
Value ($000) $774 Shares 4,966 Est. Cost $156.32 Unrealized -9.3%
C CITIGROUP INC 0.5%
Value ($000) $774 Shares 16,801 Est. Cost $46.00 Unrealized -7.1%
PCH POTLATCHDELTIC CORPORATION 0.5%
Value ($000) $725 Shares 13,726 Est. Cost $44.06 Unrealized
MPC MARATHON PETE CORP 0.4%
Value ($000) $709 Shares 6,081 Est. Cost $42.89 Unrealized +156.3%
WESTERN ASSET EMERGING MKTS 0.4%
Value ($000) $698 Shares 81,000 Est. Cost $11.70 Unrealized
CWH CAMPING WORLD HLDGS INC 0.4%
Value ($000) $695 Shares 23,100 Est. Cost $27.64 Unrealized -16.2%
TSN TYSON FOODS INC 0.4%
Value ($000) $693 Shares 13,587 Est. Cost $59.88 Unrealized -17.2%
LABORATORY CORP AMER HLDGS 0.4%
Value ($000) $693 Shares 2,872 Est. Cost $236.34 Unrealized
HOLLYSYS AUTOMATION TCHNGY L 0.4%
Value ($000) $690 Shares 39,200 Est. Cost $15.12 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $673 Shares 6,273 Est. Cost $45.86 Unrealized +117.2%
FIRST TR HIGH YIELD OPPRT 20 0.4%
Value ($000) $638 Shares 46,489 Est. Cost $14.26 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $637 Shares 19,500 Est. Cost $31.14 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $626 Shares 27,827 Est. Cost $22.45 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $617 Shares 2,000 Est. Cost $250.45 Unrealized +11.7%
VRP INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $613 Shares 27,536 Est. Cost $25.30 Unrealized
BIIB BIOGEN INC 0.4%
Value ($000) $598 Shares 2,100 Est. Cost $286.77 Unrealized +3.9%
PINS PINTEREST INC 0.4%
Value ($000) $591 Shares 21,600 Est. Cost $31.21 Unrealized -20.2%
PRDO PERDOCEO ED CORP 0.4%
Value ($000) $582 Shares 47,466 Est. Cost $11.45 Unrealized +4.1%
DLS WISDOMTREE TR 0.4%
Value ($000) $575 Shares 9,668 Est. Cost $62.74 Unrealized
CAG CONAGRA BRANDS INC 0.4%
Value ($000) $560 Shares 16,610 Est. Cost $28.50 Unrealized +10.2%
SOHU SOHU COM LTD 0.3%
Value ($000) $540 Shares 48,985 Est. Cost $16.00 Unrealized
CAH CARDINAL HEALTH INC 0.3%
Value ($000) $539 Shares 5,700 Est. Cost $45.64 Unrealized +76.6%
SWX SOUTHWEST GAS HLDGS INC 0.3%
Value ($000) $529 Shares 8,317 Est. Cost $68.85 Unrealized -14.1%
KLAC KLA CORP 0.3%
Value ($000) $524 Shares 1,081 Est. Cost $337.92 Unrealized +20.7%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $523 Shares 3,160 Est. Cost $165.35 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $507 Shares 1,488 Est. Cost $132.60 Unrealized +131.7%
RUSHA RUSH ENTERPRISES INC 0.3%
Value ($000) $488 Shares 8,031 Est. Cost $33.16 Unrealized +10.6%
XME SPDR SER TR 0.3%
Value ($000) $485 Shares 9,547 Est. Cost $50.82 Unrealized
PCAR PACCAR INC 0.3%
Value ($000) $484 Shares 5,789 Est. Cost $59.44 Unrealized +11.9%
SLX VANECK ETF TRUST 0.3%
Value ($000) $482 Shares 7,532 Est. Cost $63.96 Unrealized
XRT SPDR SER TR 0.3%
Value ($000) $482 Shares 7,557 Est. Cost $63.75 Unrealized
PSCI INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $480 Shares 4,614 Est. Cost $104.09 Unrealized
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $464 Shares 4,225 Est. Cost $79.83 Unrealized 0.0%
INTC INTEL CORP 0.3%
Value ($000) $458 Shares 13,709 Est. Cost $34.82 Unrealized -11.8%
CACI CACI INTL INC 0.3%
Value ($000) $456 Shares 1,337 Est. Cost $291.69 Unrealized +6.5%
IAT ISHARES TR 0.3%
Value ($000) $453 Shares 13,370 Est. Cost $33.85 Unrealized
KBE SPDR SER TR 0.3%
Value ($000) $452 Shares 12,559 Est. Cost $36.00 Unrealized
ET ENERGY TRANSFER L P 0.3%
Value ($000) $444 Shares 34,975 Est. Cost $12.28 Unrealized
KRC KILROY RLTY CORP 0.3%
Value ($000) $443 Shares 14,731 Est. Cost $33.94 Unrealized
BLACKROCK CORE BD TR 0.3%
Value ($000) $443 Shares 41,637 Est. Cost $12.79 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $440 Shares 1,948 Est. Cost $104.28 Unrealized +89.7%
FMAR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $431 Shares 12,101 Est. Cost $31.88 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $430 Shares 798 Est. Cost $487.14 Unrealized 0.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $426 Shares 2,054 Est. Cost $178.68 Unrealized -1.7%
ABM ABM INDS INC 0.3%
Value ($000) $422 Shares 9,890 Est. Cost $41.05 Unrealized -0.4%
CMI CUMMINS INC 0.3%
Value ($000) $419 Shares 1,709 Est. Cost $220.90 Unrealized -3.6%
ORI OLD REP INTL CORP 0.3%
Value ($000) $415 Shares 16,475 Est. Cost $16.31 Unrealized +25.9%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.3%
Value ($000) $404 Shares 3,623 Est. Cost $80.05 Unrealized +17.0%
BLACKROCK CAP ALLOCATION TER 0.3%
Value ($000) $404 Shares 26,500 Est. Cost $13.92 Unrealized
JNK SPDR SER TR 0.3%
Value ($000) $400 Shares 4,347 Est. Cost $90.00 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.3%
Value ($000) $399 Shares 1,470 Est. Cost $199.04 Unrealized +24.4%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $397 Shares 5,517 Est. Cost $60.64 Unrealized +10.1%
PDM PIEDMONT OFFICE REALTY TR IN 0.2%
Value ($000) $396 Shares 54,500 Est. Cost $9.10 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $392 Shares 25,881 Est. Cost $8.46 Unrealized +26.4%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $383 Shares 1,262 Est. Cost $201.26 Unrealized +35.2%
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $373 Shares 45,400 Est. Cost $8.22 Unrealized
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $364 Shares 2,803 Est. Cost $123.18 Unrealized +1.4%
WBD WARNER BROS DISCOVERY INC 0.2%
Value ($000) $363 Shares 28,984 Est. Cost $17.64 Unrealized -26.4%
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $363 Shares 11,582 Est. Cost $32.92 Unrealized
PBJ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $357 Shares 7,848 Est. Cost $45.65 Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.2%
Value ($000) $350 Shares 33,097 Est. Cost $12.11 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $345 Shares 18,340 Est. Cost $10.52 Unrealized +36.7%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $342 Shares 2,958 Est. Cost $93.25 Unrealized +1.3%
MRK MERCK & CO INC 0.2%
Value ($000) $339 Shares 2,941 Est. Cost $72.71 Unrealized +43.7%
CX CEMEX SAB DE CV 0.2%
Value ($000) $339 Shares 47,921 Est. Cost $4.81 Unrealized
SAM BOSTON BEER INC 0.2%
Value ($000) $333 Shares 1,080 Est. Cost $321.59 Unrealized 0.0%
EATON VANCE MUNI INCOME TRUS 0.2%
Value ($000) $318 Shares 31,952 Est. Cost $11.36 Unrealized
PGIM HIGH YIELD BOND FUND IN 0.2%
Value ($000) $314 Shares 25,296 Est. Cost $13.72 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $304 Shares 712 Est. Cost $366.97 Unrealized +3.4%
HANESBRANDS INC 0.2%
Value ($000) $304 Shares 66,950 Est. Cost $8.28 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $303 Shares 5,858 Est. Cost $41.47 Unrealized +9.8%
BSJP INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $302 Shares 13,414 Est. Cost $22.48 Unrealized
GPN GLOBAL PMTS INC 0.2%
Value ($000) $298 Shares 3,025 Est. Cost $100.11 Unrealized 0.0%
FEX FIRST TR LRGE CP CORE ALPHA 0.2%
Value ($000) $298 Shares 3,544 Est. Cost $61.35 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.2%
Value ($000) $297 Shares 3,653 Est. Cost $72.65 Unrealized +9.4%
CDW CDW CORP 0.2%
Value ($000) $294 Shares 1,604 Est. Cost $168.86 Unrealized -0.0%
CVI CVR ENERGY INC 0.2%
Value ($000) $283 Shares 9,456 Est. Cost $28.63 Unrealized -20.5%
PEP PEPSICO INC 0.2%
Value ($000) $281 Shares 1,518 Est. Cost $110.78 Unrealized +54.0%
GREAT AJAX CORP 0.2%
Value ($000) $280 Shares 45,657 Est. Cost $9.44 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $279 Shares 8,639 Est. Cost $30.20 Unrealized
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $276 Shares 2,203 Est. Cost $56.60 Unrealized +0.6%
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $273 Shares 1,971 Est. Cost $103.46 Unrealized +37.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $273 Shares 1,737 Est. Cost $77.92 Unrealized +83.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $271 Shares 3,000 Est. Cost $66.82 Unrealized +19.9%
SYK STRYKER CORPORATION 0.2%
Value ($000) $269 Shares 881 Est. Cost $281.34 Unrealized 0.0%
SIMO SILICON MOTION TECHNOLOGY CO 0.2%
Value ($000) $265 Shares 3,694 Est. Cost $64.99 Unrealized
BKE BUCKLE INC 0.2%
Value ($000) $263 Shares 7,596 Est. Cost $22.01 Unrealized +17.6%
NUVEEN AMT FREE QLTY MUN INC 0.2%
Value ($000) $263 Shares 24,043 Est. Cost $11.34 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $260 Shares 7,007 Est. Cost $22.61 Unrealized +41.8%
CLX CLOROX CO DEL 0.2%
Value ($000) $253 Shares 1,591 Est. Cost $127.85 Unrealized +15.4%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $251 Shares 5,725 Est. Cost $43.80 Unrealized
BILS SPDR SER TR 0.2%
Value ($000) $249 Shares 2,500 Est. Cost $99.61 Unrealized
BNY MELLON STRATEGIC MUN BD 0.2%
Value ($000) $242 Shares 42,502 Est. Cost $5.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $242 Shares 504 Est. Cost $499.58 Unrealized -6.9%
GOOG ALPHABET INC 0.2%
Value ($000) $242 Shares 2,000 Est. Cost $95.84 Unrealized +19.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $240 Shares 3,021 Est. Cost $80.10 Unrealized 0.0%
MRCY MERCURY SYS INC 0.2%
Value ($000) $240 Shares 6,934 Est. Cost $42.71 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $237 Shares 2,800 Est. Cost $70.72 Unrealized +7.7%
OI O-I GLASS INC 0.1%
Value ($000) $234 Shares 10,984 Est. Cost $11.15 Unrealized +93.5%
SDY SPDR SER TR 0.1%
Value ($000) $230 Shares 1,879 Est. Cost $124.88 Unrealized
BHC BAUSCH HEALTH COS INC 0.1%
Value ($000) $228 Shares 28,500 Est. Cost $11.13 Unrealized -33.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $219 Shares 2,999 Est. Cost $58.01 Unrealized +18.2%
GAP GAP INC 0.1%
Value ($000) $217 Shares 24,326 Est. Cost $10.02 Unrealized -19.1%
VIDI ETF SER SOLUTIONS 0.1%
Value ($000) $208 Shares 9,087 Est. Cost $22.85 Unrealized
VIRTUS DIVIDEND INTEREST & P 0.1%
Value ($000) $208 Shares 17,016 Est. Cost $13.28 Unrealized
MAIDEN HOLDINGS LTD 0.1%
Value ($000) $204 Shares 97,351 Est. Cost $2.07 Unrealized
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $204 Shares 2,136 Est. Cost $91.71 Unrealized 0.0%
DWS MUN INCOME TR 0.1%
Value ($000) $202 Shares 23,507 Est. Cost $10.78 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $200 Shares 2,047 Est. Cost $54.70 Unrealized +68.7%
AGNC AGNC INVT CORP 0.1%
Value ($000) $197 Shares 19,476 Est. Cost $15.88 Unrealized
RYLD GLOBAL X FDS 0.1%
Value ($000) $192 Shares 10,641 Est. Cost $18.09 Unrealized
OPITQ OFFICE PPTYS INCOME TR 0.1%
Value ($000) $188 Shares 24,387 Est. Cost $23.01 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.1%
Value ($000) $187 Shares 17,139 Est. Cost $11.22 Unrealized
PARAMOUNT GLOBAL 0.1%
Value ($000) $177 Shares 11,100 Est. Cost $15.91 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $157 Shares 13,467 Est. Cost $12.07 Unrealized
SRH TOTAL RETURN FUND INC 0.1%
Value ($000) $144 Shares 10,851 Est. Cost $8.13 Unrealized
ARES DYNAMIC CR ALLOCATION F 0.1%
Value ($000) $128 Shares 10,400 Est. Cost $11.73 Unrealized
INVESCO MUNI INCOME OPP TRST 0.1%
Value ($000) $125 Shares 20,000 Est. Cost $7.28 Unrealized
PBI PITNEY BOWES INC 0.1%
Value ($000) $124 Shares 35,000 Est. Cost $5.39 Unrealized -35.7%
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $122 Shares 10,354 Est. Cost $11.77 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.1%
Value ($000) $120 Shares 13,400 Est. Cost $10.15 Unrealized
XPMAX PIONEER MUNICIPAL HIGH INCOM 0.1%
Value ($000) $119 Shares 15,000 Est. Cost $10.55 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.1%
Value ($000) $109 Shares 16,349 Est. Cost $7.53 Unrealized
BBDC BARINGS BDC INC 0.1%
Value ($000) $108 Shares 13,773 Est. Cost $6.51 Unrealized -13.7%
XMYDX BLACKROCK MUNIYIELD FD INC 0.1%
Value ($000) $104 Shares 10,000 Est. Cost $13.33 Unrealized
DWS STRATEGIC MUN INCOME TR 0.1%
Value ($000) $96 Shares 11,322 Est. Cost $10.62 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $87 Shares 10,000 Est. Cost $9.60 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $77 Shares 34,208 Est. Cost $9.74 Unrealized -77.4%
GHG GREENTREE HOSPITALITY GROUP 0.0%
Value ($000) $67 Shares 13,000 Est. Cost $4.29 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $34 Shares 22,400 Est. Cost $409.39 Unrealized
AGENUS INC 0.0%
Value ($000) $23 Shares 14,100 Est. Cost $2.14 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $8 Shares 18 Est. Cost $409.39 Unrealized
TSHA TAYSHA GENE THERAPIES INC 0.0%
Value ($000) $7 Shares 11,000 Est. Cost $1.29 Unrealized -43.9%