BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 30, 2017

Total Value ($000): $164,142 (100.0% shares, 0.0% debt)

Holdings (269)

SPY SPDR S&P 500 ETF 18.6%
Value ($000) $30,538 Shares 136,616 Est. Cost $185.23 Unrealized
General American Investors 10.0%
Value ($000) $16,437 Shares 527,152 Est. Cost $31.89 Unrealized
Adams Express Co 8.6%
Value ($000) $14,063 Shares 1,106,394 Est. Cost $12.71 Unrealized
Tri Continental Corp 8.3%
Value ($000) $13,566 Shares 615,204 Est. Cost $19.54 Unrealized
Liberty All Star Eq Fd 4.2%
Value ($000) $6,832 Shares 1,323,951 Est. Cost $5.29 Unrealized
SPDR Dow Jones Industrial Aver 3.5%
Value ($000) $5,749 Shares 29,105 Est. Cost $158.22 Unrealized
Royce Value Trust 2.9%
Value ($000) $4,750 Shares 354,725 Est. Cost $12.96 Unrealized
Dividend & Income Fund 2.8%
Value ($000) $4,575 Shares 386,057 Est. Cost $11.34 Unrealized
SCHX Schwab U.S. Large-Cap 2.4%
Value ($000) $3,937 Shares 73,903 Est. Cost $42.82 Unrealized
Nuveen Dow 30 Dynamic Overwrit 2.1%
Value ($000) $3,369 Shares 224,567 Est. Cost $14.11 Unrealized
IWM iShares Russell 2000 Index 2.0%
Value ($000) $3,285 Shares 24,357 Est. Cost $117.89 Unrealized
Special Opptys Fund 1.9%
Value ($000) $3,074 Shares 225,155 Est. Cost $16.49 Unrealized
SCHB Schwab U.S. Broad Market 1.8%
Value ($000) $2,933 Shares 54,134 Est. Cost $48.91 Unrealized
Guggenheim S&P500 Equal Weight 1.7%
Value ($000) $2,800 Shares 32,312 Est. Cost $84.67 Unrealized
Guggenheim Enhanced Equity Str 1.6%
Value ($000) $2,567 Shares 158,941 Est. Cost $15.92 Unrealized
Guggenheim Equal Weight 1.5%
Value ($000) $2,382 Shares 145,488 Est. Cost $16.37 Unrealized
Special Opp Pfd Conv 1.4%
Value ($000) $2,338 Shares 92,021 Est. Cost $25.82 Unrealized
American Intl Group Inc 1.1%
Value ($000) $1,877 Shares 28,730 Est. Cost $65.33 Unrealized
Alpine Total Dynamic Fd 1.0%
Value ($000) $1,577 Shares 207,976 Est. Cost $7.58 Unrealized
SCHV Schwab U.S. Large-Cap Value 0.9%
Value ($000) $1,435 Shares 29,829 Est. Cost $43.51 Unrealized
ETFS Gold Trust ETF 0.8%
Value ($000) $1,313 Shares 11,742 Est. Cost $124.28 Unrealized
PowerShares QQQ - Nasdaq 100 0.7%
Value ($000) $1,173 Shares 9,894 Est. Cost $84.53 Unrealized
Gabelli Div And Inc Tr 0.6%
Value ($000) $1,032 Shares 51,467 Est. Cost $19.50 Unrealized
Delaware Enhanced Gbl Div & In 0.6%
Value ($000) $1,028 Shares 101,650 Est. Cost $10.34 Unrealized
VTI Vanguard Total Stock Mkt 0.6%
Value ($000) $985 Shares 8,538 Est. Cost $85.85 Unrealized
MS India Investment Fund 0.6%
Value ($000) $959 Shares 37,406 Est. Cost $24.93 Unrealized
AllianzGI NFJ Divid Int 0.6%
Value ($000) $952 Shares 75,432 Est. Cost $12.55 Unrealized
SCHM Schwab U.S. Mid-Cap 0.6%
Value ($000) $913 Shares 20,213 Est. Cost $36.55 Unrealized
First Tr Enhcd Eqty Incm 0.6%
Value ($000) $904 Shares 66,863 Est. Cost $12.92 Unrealized
IVV iShares S&P 500 Index Fund 0.5%
Value ($000) $880 Shares 3,907 Est. Cost $194.13 Unrealized
Call SPY JAN17 @ 218 0.5%
Value ($000) $839 Shares 607 Est. Cost $2500.00 Unrealized
SCHA Schwab U.S. Small-Cap 0.5%
Value ($000) $805 Shares 13,092 Est. Cost $54.66 Unrealized
Guggenheim Enhanced Eqty 0.5%
Value ($000) $805 Shares 100,605 Est. Cost $7.47 Unrealized
SCHE Schwab Emerging Markets Equity 0.5%
Value ($000) $739 Shares 34,261 Est. Cost $24.31 Unrealized
Liberty All-Star Gr Fund 0.4%
Value ($000) $706 Shares 168,757 Est. Cost $4.32 Unrealized
SCHD Sch US Div Equity Etf 0.4%
Value ($000) $693 Shares 15,886 Est. Cost $37.97 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.4%
Value ($000) $678 Shares 12,129 Est. Cost $44.19 Unrealized
Vanguard S&P 500 ETF 0.4%
Value ($000) $675 Shares 3,287 Est. Cost $154.09 Unrealized
KRE SPDR S&P Regional Bking 0.4%
Value ($000) $666 Shares 11,975 Est. Cost $38.29 Unrealized
BlackRock Enhanced Dividend Ac 0.4%
Value ($000) $632 Shares 77,504 Est. Cost $7.55 Unrealized
IWF iShares Russell 1000 Growth 0.4%
Value ($000) $630 Shares 6,001 Est. Cost $73.09 Unrealized
SPDR Gold Shares 0.4%
Value ($000) $602 Shares 5,486 Est. Cost $121.80 Unrealized
Gabelli Global Small and Mid C 0.3%
Value ($000) $567 Shares 53,407 Est. Cost $10.52 Unrealized
Nasdaq Prem Incm & Grwth 0.3%
Value ($000) $485 Shares 26,107 Est. Cost $18.57 Unrealized
OEF iShares S&P 100 Index Fund 0.3%
Value ($000) $469 Shares 4,718 Est. Cost $72.02 Unrealized
IWD iShares Russell 1000 Value 0.3%
Value ($000) $460 Shares 4,100 Est. Cost $111.66 Unrealized
Gabelli Healthcare TRUST 0.3%
Value ($000) $434 Shares 45,958 Est. Cost $10.66 Unrealized
SCHF Schwab International Equity 0.2%
Value ($000) $394 Shares 14,220 Est. Cost $31.54 Unrealized
SPEU SPDR STOXX Europe 50 0.2%
Value ($000) $384 Shares 12,843 Est. Cost $36.47 Unrealized
IVW iShares S&P 500 Growth 0.2%
Value ($000) $380 Shares 3,236 Est. Cost $93.05 Unrealized
Royce Micro-Cap TRUST 0.2%
Value ($000) $366 Shares 44,791 Est. Cost $7.99 Unrealized
Royce Global Value Tr 0.2%
Value ($000) $365 Shares 45,409 Est. Cost $8.70 Unrealized
EEM iShares MSCI Emrg Mkt ETF 0.2%
Value ($000) $362 Shares 10,339 Est. Cost $40.51 Unrealized
TIP iShares Barclays TIPS Bond Fun 0.2%
Value ($000) $362 Shares 3,193 Est. Cost $111.98 Unrealized
Templeton Emrgng Mkt Fd 0.2%
Value ($000) $343 Shares 28,362 Est. Cost $12.78 Unrealized
Clough Global Opportunities 0.2%
Value ($000) $287 Shares 32,058 Est. Cost $12.24 Unrealized
Advent Claymore Enhcd Fd 0.2%
Value ($000) $268 Shares 32,220 Est. Cost $8.24 Unrealized
TBF Proshares Short Treas 0.2%
Value ($000) $267 Shares 11,160 Est. Cost $29.95 Unrealized
European Equity Fund 0.2%
Value ($000) $265 Shares 34,279 Est. Cost $8.54 Unrealized
DWS Dreman Val Inc Edge 0.2%
Value ($000) $260 Shares 18,008 Est. Cost $13.18 Unrealized
Blackrock Global Opptys 0.2%
Value ($000) $260 Shares 22,459 Est. Cost $11.58 Unrealized
DON WisdomTree MidCap Dividend 0.2%
Value ($000) $255 Shares 2,700 Est. Cost $80.09 Unrealized
Lazard Glbl Total Retrun 0.1%
Value ($000) $245 Shares 17,795 Est. Cost $13.99 Unrealized
SCHC Schwab International Small-Cap 0.1%
Value ($000) $241 Shares 8,277 Est. Cost $32.07 Unrealized
MMM 3m Company 0.1%
Value ($000) $235 Shares 1,313 Est. Cost $64.24 Unrealized +65.3%
Aberdeen Emg Mkt SMC Opps 0.1%
Value ($000) $232 Shares 20,602 Est. Cost $10.89 Unrealized
Diversified Real Asset Income 0.1%
Value ($000) $230 Shares 14,691 Est. Cost $17.74 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $228 Shares 3,302 Est. Cost $49.59 Unrealized
Calamos Strategic Total Return 0.1%
Value ($000) $224 Shares 21,734 Est. Cost $9.77 Unrealized
WTPI WisdomTree CBOE S&P 500 PutWri 0.1%
Value ($000) $223 Shares 8,140 Est. Cost $26.62 Unrealized
Delaware Invts Div &Incm 0.1%
Value ($000) $214 Shares 21,383 Est. Cost $9.95 Unrealized
Boulder Growth & Income 0.1%
Value ($000) $200 Shares 22,317 Est. Cost $8.50 Unrealized
EUO Proshares Ultrashort Euro 0.1%
Value ($000) $197 Shares 7,250 Est. Cost $19.15 Unrealized
D C A Total Return Fund 0.1%
Value ($000) $197 Shares 44,060 Est. Cost $4.30 Unrealized
XLI Sector Spdr Indl Select 0.1%
Value ($000) $195 Shares 3,132 Est. Cost $53.49 Unrealized
TDIV First Trust NASDAQ Technology 0.1%
Value ($000) $190 Shares 6,420 Est. Cost $26.51 Unrealized
BlackRock Resources & Commdty 0.1%
Value ($000) $177 Shares 21,373 Est. Cost $8.60 Unrealized
Call DIA JAN17 @ 186 0.1%
Value ($000) $170 Shares 127 Est. Cost Unrealized
HON Honeywell International 0.1%
Value ($000) $168 Shares 1,445 Est. Cost $60.82 Unrealized +38.4%
Royce Focus TRUST Inc 0.1%
Value ($000) $160 Shares 22,950 Est. Cost $6.38 Unrealized
PowerShares Buyback Achievers 0.1%
Value ($000) $159 Shares 3,150 Est. Cost $48.22 Unrealized
Eaton Vance Risk Managed 0.1%
Value ($000) $146 Shares 16,201 Est. Cost $9.01 Unrealized
SLV iShares Silver Trust 0.1%
Value ($000) $143 Shares 9,405 Est. Cost $18.51 Unrealized
MS Emerging Market Fund 0.1%
Value ($000) $142 Shares 10,753 Est. Cost $13.82 Unrealized
ACWI iShares MSCI ACWI Index 0.1%
Value ($000) $141 Shares 2,380 Est. Cost $57.84 Unrealized
Blackrock Enhcd Cap & Incm 0.1%
Value ($000) $140 Shares 10,203 Est. Cost $13.72 Unrealized
VT Vanguard Total World 0.1%
Value ($000) $136 Shares 2,225 Est. Cost $59.68 Unrealized
Gyrodyne Company of America 0.1%
Value ($000) $135 Shares 7,359 Est. Cost $17.82 Unrealized
Aberdeen Aust Equity Fd 0.1%
Value ($000) $133 Shares 17,957 Est. Cost $7.20 Unrealized
CEW WisdomTree Emerging Currency E 0.1%
Value ($000) $132 Shares 7,499 Est. Cost $20.05 Unrealized
Latin Amer Equity Fd New 0.1%
Value ($000) $126 Shares 6,361 Est. Cost $21.93 Unrealized
Alpine Global Dynamic Fd 0.1%
Value ($000) $125 Shares 14,163 Est. Cost $8.16 Unrealized
SCHP Schwab U.S. TIPS ETF 0.1%
Value ($000) $122 Shares 2,209 Est. Cost $53.94 Unrealized
Cohen & Steers Tot Ret Realty 0.1%
Value ($000) $120 Shares 9,870 Est. Cost $12.43 Unrealized
VV Vanguard Large Cap ETF 0.1%
Value ($000) $119 Shares 1,158 Est. Cost $84.63 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $108 Shares 1,258 Est. Cost $67.42 Unrealized
Ishares Msci Jpn Idx Fd 0.1%
Value ($000) $107 Shares 2,188 Est. Cost $11.99 Unrealized
iShares Gold Trust 0.1%
Value ($000) $105 Shares 9,400 Est. Cost $10.96 Unrealized
iPath MSCI India Index ETN 0.1%
Value ($000) $102 Shares 1,624 Est. Cost $68.84 Unrealized
Asa Gold & Precs Mtls 0.1%
Value ($000) $102 Shares 9,175 Est. Cost $12.68 Unrealized
PowerShares S&P 500 Low Volati 0.1%
Value ($000) $88 Shares 2,106 Est. Cost $38.76 Unrealized
XLK Sector Spdr Tech Select 0.1%
Value ($000) $85 Shares 1,753 Est. Cost $35.94 Unrealized
XLB Sector SPDR Materials 0.1%
Value ($000) $85 Shares 1,700 Est. Cost $49.62 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $80 Shares 1,545 Est. Cost $44.11 Unrealized
EWZ Ishares Msci Brazil Indx 0.0%
Value ($000) $80 Shares 2,383 Est. Cost $47.46 Unrealized
Petroleum & Resources Cp 0.0%
Value ($000) $78 Shares 3,823 Est. Cost $22.11 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $77 Shares 3,300 Est. Cost $21.95 Unrealized
BlackRock Science and Technolo 0.0%
Value ($000) $77 Shares 4,240 Est. Cost $16.97 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $74 Shares 450 Est. Cost $148.68 Unrealized
India Fund Inc 0.0%
Value ($000) $73 Shares 3,388 Est. Cost $23.64 Unrealized
Japan Smaller Cap Fund 0.0%
Value ($000) $73 Shares 7,405 Est. Cost $9.94 Unrealized
EQS Equus II Inc 0.0%
Value ($000) $72 Shares 35,584 Est. Cost $2.07 Unrealized -8.5%
DXJ Wisdomtree Jpn Hdgd Eqty 0.0%
Value ($000) $71 Shares 1,425 Est. Cost $51.27 Unrealized
Etfs Silver TRUST Etf 0.0%
Value ($000) $70 Shares 4,454 Est. Cost $17.58 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $65 Shares 750 Est. Cost $72.31 Unrealized
VanEck Vectors Agribusiness ET 0.0%
Value ($000) $64 Shares 1,230 Est. Cost $51.19 Unrealized
Gabelli Global Deal Fund 0.0%
Value ($000) $63 Shares 6,357 Est. Cost $10.10 Unrealized
DWX SPDR S&P International Dividen 0.0%
Value ($000) $62 Shares 1,693 Est. Cost $48.48 Unrealized
XLE Sector Spdr Engy Select 0.0%
Value ($000) $61 Shares 802 Est. Cost $98.99 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $59 Shares 1,250 Est. Cost $36.83 Unrealized +14.2%
Templeton Dragon Fund 0.0%
Value ($000) $58 Shares 3,500 Est. Cost $18.55 Unrealized
Source Capital Inc 0.0%
Value ($000) $57 Shares 1,575 Est. Cost $36.19 Unrealized
PowerShares India 0.0%
Value ($000) $57 Shares 2,925 Est. Cost $21.58 Unrealized
SOXX Ishares Semiconductor Index 0.0%
Value ($000) $56 Shares 450 Est. Cost $73.33 Unrealized
VCSH Vanguard Short-Term Corp Bd Id 0.0%
Value ($000) $55 Shares 689 Est. Cost $81.12 Unrealized
Mvc Capital Inc 0.0%
Value ($000) $54 Shares 6,263 Est. Cost $12.80 Unrealized
HYS Pimco 0-5 Year High Yld 0.0%
Value ($000) $54 Shares 533 Est. Cost $100.04 Unrealized
FEZ SPDR DJ Euro STOXX 50 ETF 0.0%
Value ($000) $54 Shares 1,589 Est. Cost $35.37 Unrealized
Central Securities Corp 0.0%
Value ($000) $54 Shares 2,438 Est. Cost $22.25 Unrealized
Calamos Global Total Ret 0.0%
Value ($000) $54 Shares 5,111 Est. Cost $11.40 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $53 Shares 2,715 Est. Cost $20.31 Unrealized
IJH iShares S&P MidCap 400 Index 0.0%
Value ($000) $51 Shares 305 Est. Cost $139.27 Unrealized
SCHO Schwab Short-Term U.S. Treasur 0.0%
Value ($000) $50 Shares 985 Est. Cost $50.87 Unrealized
Proshares Short Euro 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $35.38 Unrealized
AIG WTS EXP 01/19/21 @ 45 0.0%
Value ($000) $44 Shares 1,865 Est. Cost $23.59 Unrealized
Cohen & Steers Closd End 0.0%
Value ($000) $43 Shares 3,660 Est. Cost $10.84 Unrealized
PowerShares Preferred ETF 0.0%
Value ($000) $43 Shares 2,953 Est. Cost $15.09 Unrealized
Blackrock Intl Growth Tr 0.0%
Value ($000) $40 Shares 7,133 Est. Cost $5.61 Unrealized
DLN WisdomTree LargeCap Dividend 0.0%
Value ($000) $40 Shares 500 Est. Cost $70.91 Unrealized
Tekla Healthcare Opportu 0.0%
Value ($000) $39 Shares 2,505 Est. Cost $16.15 Unrealized
Latin Amern Discovery Fd 0.0%
Value ($000) $39 Shares 4,167 Est. Cost $10.35 Unrealized
Nuveen Tax Adv Tot Retur 0.0%
Value ($000) $39 Shares 3,440 Est. Cost $11.60 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $38 Shares 922 Est. Cost $33.49 Unrealized
Morgan Stanley China Fd 0.0%
Value ($000) $38 Shares 2,190 Est. Cost $24.62 Unrealized
Clough Global Equity Common 0.0%
Value ($000) $36 Shares 3,195 Est. Cost $13.34 Unrealized
LMP Capital & Income 0.0%
Value ($000) $35 Shares 2,591 Est. Cost $15.15 Unrealized
Swiss Helvetia Fund 0.0%
Value ($000) $35 Shares 3,366 Est. Cost $13.88 Unrealized
Herzfeld Caribbn Basn Fd 0.0%
Value ($000) $35 Shares 5,080 Est. Cost $6.46 Unrealized
ING Global Adv & Premium Opp 0.0%
Value ($000) $30 Shares 2,991 Est. Cost $10.09 Unrealized
ILF Ishares S&P Latin America 0.0%
Value ($000) $30 Shares 1,080 Est. Cost $37.91 Unrealized
Nuveen Tax Advantaged Fd 0.0%
Value ($000) $29 Shares 2,070 Est. Cost $14.20 Unrealized
IYR Ishares US Real Estate 0.0%
Value ($000) $29 Shares 367 Est. Cost $79.02 Unrealized
VGK Vanguard European 0.0%
Value ($000) $29 Shares 600 Est. Cost $53.96 Unrealized
AllianzGI Eqty & Conv Income F 0.0%
Value ($000) $27 Shares 1,426 Est. Cost $17.88 Unrealized
Nuveen Core Equity Fund 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $13.32 Unrealized
Proshares Inverse S&P 500 0.0%
Value ($000) $26 Shares 701 Est. Cost $30.38 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $25 Shares 600 Est. Cost $56.88 Unrealized
IWS Ishares Russell Midcap Value I 0.0%
Value ($000) $25 Shares 300 Est. Cost $66.67 Unrealized
Call SPY MAR17 @ 201 0.0%
Value ($000) $25 Shares 10 Est. Cost $2500.00 Unrealized
Call IWM MAR17 @ 115 0.0%
Value ($000) $25 Shares 17 Est. Cost Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $22 Shares 600 Est. Cost $41.98 Unrealized
Putnam High Incm Bond Fd 0.0%
Value ($000) $22 Shares 2,670 Est. Cost $8.19 Unrealized
IGSB iShares Barclays 1-3 Year Cred 0.0%
Value ($000) $21 Shares 200 Est. Cost $106.67 Unrealized
EZA iShares MSCI South Africa 0.0%
Value ($000) $20 Shares 370 Est. Cost $65.51 Unrealized
PureFunds ISE Cyber Security E 0.0%
Value ($000) $20 Shares 750 Est. Cost $26.93 Unrealized
ETFS Physical Palladium Shares 0.0%
Value ($000) $19 Shares 291 Est. Cost $73.05 Unrealized
DTD Wisdomtree Total Dividnd 0.0%
Value ($000) $19 Shares 224 Est. Cost $69.81 Unrealized
JH Hedged Equity & Income 0.0%
Value ($000) $19 Shares 1,193 Est. Cost $14.45 Unrealized
Ev Tax Adv Glb Div Incm 0.0%
Value ($000) $19 Shares 1,350 Est. Cost $14.89 Unrealized
Loncar Cancer Immunotherapy ET 0.0%
Value ($000) $17 Shares 800 Est. Cost $25.63 Unrealized
Direxion All Cap Insider Senti 0.0%
Value ($000) $16 Shares 201 Est. Cost $65.10 Unrealized
EDIV SPDR S&P Emerging Markets Divi 0.0%
Value ($000) $16 Shares 580 Est. Cost $23.53 Unrealized
Asia Tigers Fund 0.0%
Value ($000) $15 Shares 1,549 Est. Cost $10.92 Unrealized
Aberdeen Israel Fund 0.0%
Value ($000) $15 Shares 900 Est. Cost $17.41 Unrealized
ETFS Physical Precious Metals 0.0%
Value ($000) $15 Shares 251 Est. Cost $52.00 Unrealized
Advent Claymore Cnvt Secs & In 0.0%
Value ($000) $14 Shares 2,231 Est. Cost $6.28 Unrealized
GAIN Gladstone Investment Cp 0.0%
Value ($000) $14 Shares 1,650 Est. Cost $2.14 Unrealized +54.3%
Credit Suisse Silver Shares Co 0.0%
Value ($000) $14 Shares 1,700 Est. Cost $11.18 Unrealized
Mobileye NV 0.0%
Value ($000) $14 Shares 350 Est. Cost $51.29 Unrealized
Macquarie Global Infrast 0.0%
Value ($000) $14 Shares 675 Est. Cost $22.06 Unrealized
EWC iShares MSCI Canada Index 0.0%
Value ($000) $14 Shares 500 Est. Cost $30.04 Unrealized
Eaton Vance Tax Adv Div 0.0%
Value ($000) $13 Shares 610 Est. Cost $19.59 Unrealized
VGT Vanguard Info Technology 0.0%
Value ($000) $13 Shares 100 Est. Cost $90.00 Unrealized
Guggenheim China Small Cap ETF 0.0%
Value ($000) $12 Shares 520 Est. Cost $26.16 Unrealized
EWX SPDR S&P Emerging Markets Smal 0.0%
Value ($000) $12 Shares 300 Est. Cost $47.78 Unrealized
QQQE Direxion Shares Etf 0.0%
Value ($000) $12 Shares 173 Est. Cost $62.83 Unrealized
Etfs Phys Platinum Etf 0.0%
Value ($000) $12 Shares 135 Est. Cost $134.57 Unrealized
HEDJ WisdomTree Europe Hedged Equit 0.0%
Value ($000) $12 Shares 200 Est. Cost $57.91 Unrealized
Eaton Vance Enhance Eqty 0.0%
Value ($000) $12 Shares 886 Est. Cost $11.61 Unrealized
WIP SPDR DB Intl Govt Infl-Protect 0.0%
Value ($000) $11 Shares 200 Est. Cost $60.00 Unrealized
SCHR Schwab Intermediate-Term U.S. 0.0%
Value ($000) $11 Shares 202 Est. Cost $51.55 Unrealized
Eaton Vance Tax Managed 0.0%
Value ($000) $11 Shares 1,022 Est. Cost $10.76 Unrealized
IXC Ishares Tr S&P Global Energy S 0.0%
Value ($000) $11 Shares 300 Est. Cost $47.35 Unrealized
Mrgn Stnly Asia Pac Fund 0.0%
Value ($000) $11 Shares 766 Est. Cost $16.21 Unrealized
Calamos Global Dynamic Income 0.0%
Value ($000) $11 Shares 1,450 Est. Cost $7.67 Unrealized
Ellsworth Cv Grth&Inc Fd 0.0%
Value ($000) $11 Shares 1,221 Est. Cost $8.56 Unrealized
Mexico Equity & Income Common 0.0%
Value ($000) $11 Shares 1,099 Est. Cost $14.56 Unrealized
XXCHNXX China Fund Inc 0.0%
Value ($000) $10 Shares 648 Est. Cost $20.84 Unrealized
IEZ Ishares Oil Equip & Svc 0.0%
Value ($000) $10 Shares 200 Est. Cost $73.52 Unrealized
Deutsche Global High 0.0%
Value ($000) $10 Shares 1,200 Est. Cost $7.66 Unrealized
Guggenheim Spin-Off 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
GSV Capital Corp 0.0%
Value ($000) $9 Shares 1,700 Est. Cost $12.35 Unrealized
ACWX iShares MSCI ACWI Ex-US 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
Zoe's Kitchen Inc 0.0%
Value ($000) $9 Shares 375 Est. Cost $29.33 Unrealized
Guggenheim S&P MidCap 400 Pure 0.0%
Value ($000) $8 Shares 55 Est. Cost $120.00 Unrealized
Claymore/BNY Mellon Frontier M 0.0%
Value ($000) $7 Shares 586 Est. Cost $16.42 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $7 Shares 82 Est. Cost $60.98 Unrealized
Madison Strat Sectr Prem 0.0%
Value ($000) $7 Shares 554 Est. Cost $11.03 Unrealized
IEO Ishares Oil & Gas 0.0%
Value ($000) $7 Shares 100 Est. Cost $97.08 Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
IQ Global Agribusiness Small C 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.00 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $7 Shares 84 Est. Cost $76.34 Unrealized
Wells Fargo Adv Glo Div Opp 0.0%
Value ($000) $7 Shares 1,273 Est. Cost $5.92 Unrealized
BWVTF Barclays iPath S&P 500 BuyWrit 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
SPDR S&P Emerging Middle East 0.0%
Value ($000) $6 Shares 100 Est. Cost $70.00 Unrealized
Guggenheim BRIC 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.00 Unrealized
PHYS Sprott Phys Gld Tr Etn 0.0%
Value ($000) $6 Shares 614 Est. Cost $9.77 Unrealized
SPDR Oil & Gas Exploration & P 0.0%
Value ($000) $6 Shares 140 Est. Cost $36.36 Unrealized
XPH SPDR S&P Pharmaceuticals 0.0%
Value ($000) $6 Shares 150 Est. Cost $85.75 Unrealized
Guggenheim Canadian Energy Inc 0.0%
Value ($000) $6 Shares 650 Est. Cost $15.29 Unrealized
Guggenheim Russell Top 50 Mega 0.0%
Value ($000) $6 Shares 33 Est. Cost $140.00 Unrealized
Pacholder High Yield Cf 0.0%
Value ($000) $6 Shares 728 Est. Cost $8.24 Unrealized
IGE Ishares Tr Goldman Sachs Natur 0.0%
Value ($000) $5 Shares 132 Est. Cost $49.88 Unrealized
Ishares Msci Malaysia 0.0%
Value ($000) $5 Shares 162 Est. Cost $15.47 Unrealized
PSLV Sprott Phys Sil Tr Etf 0.0%
Value ($000) $5 Shares 736 Est. Cost $8.15 Unrealized
Eagle Capital Growth Fd 0.0%
Value ($000) $5 Shares 597 Est. Cost $8.38 Unrealized
Voya Emerging Markets High Div 0.0%
Value ($000) $5 Shares 666 Est. Cost $7.51 Unrealized
Guggenheim China Technology ET 0.0%
Value ($000) $5 Shares 130 Est. Cost $38.46 Unrealized
Blackrock Global Energy 0.0%
Value ($000) $5 Shares 300 Est. Cost $27.50 Unrealized
Foxby Corp 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $2.08 Unrealized
EPI WisdomTree India Earnings 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.83 Unrealized
Tekla World Healthcare C 0.0%
Value ($000) $4 Shares 300 Est. Cost $15.84 Unrealized
YieldShares High Income ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Guggenheim S&P 500 Equal Weigh 0.0%
Value ($000) $4 Shares 55 Est. Cost $90.73 Unrealized
ETRACS 2x Closed-End Fund ETN 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
VanEck Vectors Vietnam ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $19.45 Unrealized
Bancroft Conv Fund Inc 0.0%
Value ($000) $4 Shares 156 Est. Cost $25.64 Unrealized
Lazard World Div & Incm 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
GSG iShares S&P GSCI Commodity-Ind 0.0%
Value ($000) $3 Shares 186 Est. Cost $32.26 Unrealized
Calamos Conv Opprtnty Fd 0.0%
Value ($000) $3 Shares 287 Est. Cost $10.45 Unrealized
EFA iShares MSCI EAFE Index Fund 0.0%
Value ($000) $3 Shares 50 Est. Cost $67.93 Unrealized
PowerShares S&P Intl Dev Low V 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.21 Unrealized
Singapore Fund Inc 0.0%
Value ($000) $3 Shares 319 Est. Cost $12.13 Unrealized
Guggenheim China All-Cap ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Exone Company 0.0%
Value ($000) $3 Shares 250 Est. Cost $20.00 Unrealized
Spdr S&P Emerging Latin 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
IDV iShares International Select D 0.0%
Value ($000) $3 Shares 75 Est. Cost $39.60 Unrealized
Nuveen Qual Pfd Inc Fd 0.0%
Value ($000) $3 Shares 236 Est. Cost $10.00 Unrealized
Eaton Vance Tax Mgd Glbl 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.50 Unrealized
DDD 3 D Systems Corp 0.0%
Value ($000) $2 Shares 150 Est. Cost $52.15 Unrealized -71.9%
PowerShares FTSE RAFI US 1000 0.0%
Value ($000) $2 Shares 20 Est. Cost $91.67 Unrealized
IEMG iShares Core MSCI Emerging Mar 0.0%
Value ($000) $2 Shares 45 Est. Cost $49.00 Unrealized
Gabelli Equity TRUST Inc 0.0%
Value ($000) $2 Shares 339 Est. Cost $5.52 Unrealized
Guggenheim S&P500 Eq Weight Fi 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
Greater China Fund 0.0%
Value ($000) $2 Shares 161 Est. Cost $10.13 Unrealized
Jf China Region Fund Inc 0.0%
Value ($000) $2 Shares 86 Est. Cost $18.41 Unrealized
Westn Asset Claymore TIPS Fd 0.0%
Value ($000) $2 Shares 115 Est. Cost $8.70 Unrealized
Guggenheim S&P500 Eq Weight Te 0.0%
Value ($000) $2 Shares 12 Est. Cost $80.36 Unrealized
PowerShares S&P 500 High Beta 0.0%
Value ($000) $2 Shares 32 Est. Cost $31.25 Unrealized
Gabelli Global Multimed 0.0%
Value ($000) $2 Shares 155 Est. Cost $7.88 Unrealized
Mac/First Glb Infrastructure 0.0%
Value ($000) $2 Shares 98 Est. Cost $17.77 Unrealized
Asia Pacific Fund 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.82 Unrealized
Voya Natural Resources Equity 0.0%
Value ($000) $1 Shares 116 Est. Cost $8.62 Unrealized
VanEck Vectors Rare Earth/Stra 0.0%
Value ($000) $1 Shares 30 Est. Cost $18.68 Unrealized
Guggenheim SP SmallCap 600 Pur 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
Tekla Healthcare Investors 0.0%
Value ($000) $1 Shares 8 Est. Cost $26.40 Unrealized
SVVC Firsthand Technology Value Fun 0.0%
Value ($000) $1 Shares 7 Est. Cost $19.40 Unrealized -58.8%
FNDB Schwab Fundamental U.S. Broad 0.0%
Value ($000) $1 Shares 1 Est. Cost Unrealized
Thai Capital Fd Inc New 0.0%
Value ($000) $0 Shares 4,281 Est. Cost Unrealized