BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 28, 2017

Total Value ($000): $201,933 (100.0% shares, 0.0% debt)

Holdings (248)

SPY SPDR S&P 500 ETF 17.9%
Value ($000) $36,100 Shares 149,298 Est. Cost $189.90 Unrealized
General American Investors 9.6%
Value ($000) $19,307 Shares 562,053 Est. Cost $32.15 Unrealized
Adams Express Co 8.4%
Value ($000) $16,970 Shares 1,187,577 Est. Cost $12.81 Unrealized
Tri Continental Corp 7.4%
Value ($000) $14,856 Shares 610,107 Est. Cost $19.54 Unrealized
SCHX Schwab U.S. Large-Cap 4.9%
Value ($000) $9,923 Shares 171,762 Est. Cost $50.90 Unrealized
Liberty All Star Eq Fd 3.9%
Value ($000) $7,867 Shares 1,389,886 Est. Cost $5.32 Unrealized
SCHB Schwab U.S. Broad Market 3.8%
Value ($000) $7,724 Shares 132,131 Est. Cost $54.02 Unrealized
SPDR Dow Jones Industrial Aver 3.2%
Value ($000) $6,436 Shares 30,181 Est. Cost $160.73 Unrealized
Guggenheim S&P500 Equal Weight 2.7%
Value ($000) $5,354 Shares 57,773 Est. Cost $87.54 Unrealized
Dividend & Income Fund 2.6%
Value ($000) $5,159 Shares 417,713 Est. Cost $11.41 Unrealized
Royce Value Trust 2.5%
Value ($000) $5,145 Shares 352,630 Est. Cost $12.98 Unrealized
Guggenheim Enhanced Eqty 2.2%
Value ($000) $4,392 Shares 531,094 Est. Cost $7.97 Unrealized
Special Opptys Fund 1.7%
Value ($000) $3,504 Shares 230,496 Est. Cost $16.41 Unrealized
IVV iShares S&P 500 Index Fund 1.7%
Value ($000) $3,469 Shares 14,252 Est. Cost $226.45 Unrealized
IWM iShares Russell 2000 Index 1.7%
Value ($000) $3,348 Shares 23,757 Est. Cost $117.89 Unrealized
Nuveen Dow 30 Dynamic Overwrit 1.5%
Value ($000) $3,019 Shares 182,773 Est. Cost $14.11 Unrealized
SCHV Schwab U.S. Large-Cap Value 1.3%
Value ($000) $2,720 Shares 54,186 Est. Cost $46.27 Unrealized
Special Opp 3.5 Pfd Conv 1.1%
Value ($000) $2,322 Shares 91,075 Est. Cost $25.82 Unrealized
Vanguard S&P 500 ETF 1.1%
Value ($000) $2,147 Shares 9,667 Est. Cost $196.14 Unrealized
American Intl Group Inc 0.9%
Value ($000) $1,906 Shares 30,480 Est. Cost $65.17 Unrealized
Alpine Total Dynamic Fd 0.9%
Value ($000) $1,739 Shares 200,158 Est. Cost $7.64 Unrealized
SCHM Schwab U.S. Mid-Cap 0.8%
Value ($000) $1,593 Shares 33,074 Est. Cost $40.94 Unrealized
SCHA Schwab U.S. Small-Cap 0.8%
Value ($000) $1,574 Shares 24,627 Est. Cost $58.72 Unrealized
ETFS Gold Trust ETF 0.7%
Value ($000) $1,432 Shares 11,891 Est. Cost $124.16 Unrealized
PowerShares QQQ - Nasdaq 100 0.7%
Value ($000) $1,376 Shares 9,996 Est. Cost $86.84 Unrealized
MS India Investment Fund 0.6%
Value ($000) $1,205 Shares 37,226 Est. Cost $24.93 Unrealized
Delaware Enhanced Gbl Div & In 0.5%
Value ($000) $1,070 Shares 93,839 Est. Cost $10.34 Unrealized
VTI Vanguard Total Stock Mkt 0.5%
Value ($000) $1,035 Shares 8,314 Est. Cost $85.85 Unrealized
First Tr Enhcd Eqty Incm 0.5%
Value ($000) $953 Shares 65,064 Est. Cost $12.94 Unrealized
SCHE Schwab Emerging Markets Equity 0.5%
Value ($000) $915 Shares 36,840 Est. Cost $24.30 Unrealized
NXDT NexPoint Credit Strategies Fun 0.4%
Value ($000) $865 Shares 39,734 Est. Cost $21.77 Unrealized
Liberty All-Star Gr Fund 0.4%
Value ($000) $840 Shares 170,761 Est. Cost $4.34 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.4%
Value ($000) $824 Shares 13,042 Est. Cost $45.47 Unrealized
IWF iShares Russell 1000 Growth 0.4%
Value ($000) $800 Shares 6,722 Est. Cost $77.87 Unrealized
AllianzGI NFJ Divid Int 0.4%
Value ($000) $778 Shares 59,471 Est. Cost $12.55 Unrealized
SCHD Sch US Div Equity Etf 0.4%
Value ($000) $749 Shares 16,612 Est. Cost $38.27 Unrealized
Gabelli Div And Inc Tr 0.4%
Value ($000) $729 Shares 33,410 Est. Cost $19.50 Unrealized
SCHF Schwab International Equity 0.4%
Value ($000) $723 Shares 22,753 Est. Cost $31.49 Unrealized
MMM 3m Company 0.3%
Value ($000) $693 Shares 3,330 Est. Cost $100.84 Unrealized +23.6%
KRE SPDR S&P Regional Bking 0.3%
Value ($000) $658 Shares 11,975 Est. Cost $38.29 Unrealized
Gabelli Global Small and Mid C 0.3%
Value ($000) $649 Shares 52,499 Est. Cost $10.60 Unrealized
SPDR Gold Shares 0.3%
Value ($000) $609 Shares 5,161 Est. Cost $121.80 Unrealized
Templeton Emrgng Mkt Fd 0.3%
Value ($000) $586 Shares 39,315 Est. Cost $13.20 Unrealized
Gabelli Healthcare TRUST 0.3%
Value ($000) $562 Shares 51,756 Est. Cost $10.65 Unrealized
Royce Micro-Cap TRUST 0.3%
Value ($000) $541 Shares 62,534 Est. Cost $8.19 Unrealized
SPEU SPDR STOXX Europe 50 0.3%
Value ($000) $529 Shares 15,576 Est. Cost $36.00 Unrealized
OEF iShares S&P 100 Index Fund 0.2%
Value ($000) $504 Shares 4,718 Est. Cost $72.02 Unrealized
Blackrock Enhcd Cap & Incm 0.2%
Value ($000) $488 Shares 32,741 Est. Cost $14.13 Unrealized
IVW iShares S&P 500 Growth 0.2%
Value ($000) $475 Shares 3,596 Est. Cost $107.71 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $469 Shares 4,030 Est. Cost $111.66 Unrealized
Royce Global Value Tr 0.2%
Value ($000) $451 Shares 46,899 Est. Cost $8.71 Unrealized
SCHC Schwab International Small-Cap 0.2%
Value ($000) $446 Shares 13,270 Est. Cost $32.08 Unrealized
BlackRock Enhanced Dividend Ac 0.2%
Value ($000) $440 Shares 50,016 Est. Cost $7.55 Unrealized
EEM iShares MSCI Emrg Mkt ETF 0.2%
Value ($000) $397 Shares 9,582 Est. Cost $40.53 Unrealized
WTPI WisdomTree CBOE S&P 500 PutWri 0.2%
Value ($000) $381 Shares 13,148 Est. Cost $27.43 Unrealized
MS Emerging Market Fund 0.2%
Value ($000) $359 Shares 22,209 Est. Cost $14.70 Unrealized
European Equity Fund 0.2%
Value ($000) $346 Shares 37,732 Est. Cost $8.51 Unrealized
XLV Health Care Select Sector SPDR 0.2%
Value ($000) $304 Shares 3,832 Est. Cost $53.16 Unrealized
Blackrock Global Opptys 0.1%
Value ($000) $287 Shares 21,679 Est. Cost $11.70 Unrealized
HON Honeywell International 0.1%
Value ($000) $272 Shares 2,044 Est. Cost $71.94 Unrealized +37.3%
Aberdeen Emg Mkt SMC Opps 0.1%
Value ($000) $263 Shares 19,072 Est. Cost $11.35 Unrealized
Lazard Glbl Total Retrun 0.1%
Value ($000) $247 Shares 15,121 Est. Cost $13.99 Unrealized
DON WisdomTree MidCap Dividend 0.1%
Value ($000) $244 Shares 2,500 Est. Cost $80.09 Unrealized
Clough Global Opportunities 0.1%
Value ($000) $232 Shares 21,869 Est. Cost $12.10 Unrealized
TBF Proshares Short 20 Year Treas 0.1%
Value ($000) $231 Shares 10,260 Est. Cost $29.95 Unrealized
Herzfeld Caribbn Basn Fd 0.1%
Value ($000) $229 Shares 31,823 Est. Cost $7.08 Unrealized
ING Global Adv & Premium Opp 0.1%
Value ($000) $219 Shares 20,258 Est. Cost $10.47 Unrealized
Diversified Real Asset Income 0.1%
Value ($000) $217 Shares 12,462 Est. Cost $17.73 Unrealized
XLI Sector Spdr Indl Select 0.1%
Value ($000) $213 Shares 3,132 Est. Cost $53.49 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $209 Shares 3,210 Est. Cost $65.15 Unrealized
XLF Sector Spdr Fincl Select 0.1%
Value ($000) $206 Shares 8,370 Est. Cost $23.55 Unrealized
PowerShares Buyback Achievers 0.1%
Value ($000) $200 Shares 3,725 Est. Cost $49.10 Unrealized
India Fund Inc 0.1%
Value ($000) $191 Shares 7,088 Est. Cost $25.17 Unrealized
TDIV First Trust NASDAQ Technology 0.1%
Value ($000) $191 Shares 6,120 Est. Cost $26.51 Unrealized
Latin Amer Equity Fd New 0.1%
Value ($000) $183 Shares 7,903 Est. Cost $22.19 Unrealized
Source Capital Inc 0.1%
Value ($000) $182 Shares 4,718 Est. Cost $37.78 Unrealized
Boulder Growth & Income 0.1%
Value ($000) $172 Shares 17,683 Est. Cost $8.50 Unrealized
BlackRock Resources & Commdty 0.1%
Value ($000) $172 Shares 21,526 Est. Cost $8.60 Unrealized
Eaton Vance Risk Managed 0.1%
Value ($000) $171 Shares 18,301 Est. Cost $9.06 Unrealized
Delaware Invts Div &Incm 0.1%
Value ($000) $162 Shares 15,513 Est. Cost $9.95 Unrealized
Call SPY JUL17 @ 240 0.1%
Value ($000) $162 Shares 89 Est. Cost Unrealized
TIP iShares Barclays TIPS Bond Fun 0.1%
Value ($000) $158 Shares 1,393 Est. Cost $111.98 Unrealized
ACWI iShares MSCI ACWI Index 0.1%
Value ($000) $156 Shares 2,380 Est. Cost $57.84 Unrealized
Royce Focus TRUST Inc 0.1%
Value ($000) $150 Shares 20,370 Est. Cost $6.72 Unrealized
DWS Dreman Val Inc Edge 0.1%
Value ($000) $146 Shares 9,785 Est. Cost $13.18 Unrealized
Gyrodyne Company of America 0.1%
Value ($000) $146 Shares 7,101 Est. Cost $17.82 Unrealized
CEW WisdomTree Emerging Currency E 0.1%
Value ($000) $143 Shares 7,684 Est. Cost $19.98 Unrealized
SLV iShares Silver Trust 0.1%
Value ($000) $140 Shares 8,905 Est. Cost $18.51 Unrealized
Templeton Dragon Fund 0.1%
Value ($000) $133 Shares 6,600 Est. Cost $19.30 Unrealized
VT Vanguard Total World 0.1%
Value ($000) $133 Shares 1,975 Est. Cost $59.68 Unrealized
EUO Proshares Ultrashort Euro 0.1%
Value ($000) $133 Shares 5,750 Est. Cost $19.15 Unrealized
BlackRock Science and Technolo 0.1%
Value ($000) $130 Shares 5,859 Est. Cost $18.10 Unrealized
DWX SPDR S&P International Dividen 0.1%
Value ($000) $128 Shares 3,272 Est. Cost $43.66 Unrealized
Advent Claymore Enhcd Fd 0.1%
Value ($000) $124 Shares 14,190 Est. Cost $8.24 Unrealized
Ishares Msci Jpn Idx Fd 0.1%
Value ($000) $117 Shares 2,188 Est. Cost $11.99 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $117 Shares 1,258 Est. Cost $67.42 Unrealized
SCHP Schwab U.S. TIPS ETF 0.1%
Value ($000) $116 Shares 2,109 Est. Cost $53.94 Unrealized
Cohen & Steers Tot Ret Realty 0.1%
Value ($000) $116 Shares 9,205 Est. Cost $12.45 Unrealized
iShares Gold Trust 0.1%
Value ($000) $112 Shares 9,400 Est. Cost $10.96 Unrealized
iPath MSCI India Index ETN 0.1%
Value ($000) $109 Shares 1,424 Est. Cost $68.84 Unrealized
Asa Gold & Precs Mtls 0.1%
Value ($000) $107 Shares 9,175 Est. Cost $12.68 Unrealized
XLK Sector Spdr Tech Select 0.0%
Value ($000) $96 Shares 1,753 Est. Cost $35.94 Unrealized
Mvc Capital Inc 0.0%
Value ($000) $92 Shares 9,302 Est. Cost $11.73 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $89 Shares 1,625 Est. Cost $44.64 Unrealized
Central Securities Corp 0.0%
Value ($000) $88 Shares 3,529 Est. Cost $22.93 Unrealized
PowerShares S&P 500 Low Volati 0.0%
Value ($000) $87 Shares 1,952 Est. Cost $38.76 Unrealized
Japan Smaller Cap Fund 0.0%
Value ($000) $85 Shares 7,405 Est. Cost $9.94 Unrealized
Etfs Silver TRUST Etf 0.0%
Value ($000) $85 Shares 5,264 Est. Cost $17.51 Unrealized
EWZ Ishares Msci Brazil Indx 0.0%
Value ($000) $77 Shares 2,259 Est. Cost $47.34 Unrealized
Swiss Helvetia Fund 0.0%
Value ($000) $76 Shares 5,982 Est. Cost $11.91 Unrealized
XLB Sector SPDR Materials 0.0%
Value ($000) $75 Shares 1,400 Est. Cost $49.62 Unrealized
IWB iShares Russell 1000 0.0%
Value ($000) $74 Shares 550 Est. Cost $134.55 Unrealized
DXJ Wisdomtree Jpn Hdgd Eqty 0.0%
Value ($000) $74 Shares 1,425 Est. Cost $51.27 Unrealized
EQS Equus II Inc 0.0%
Value ($000) $72 Shares 30,594 Est. Cost $2.10 Unrealized +21.1%
Blackrock Intl Growth Tr 0.0%
Value ($000) $71 Shares 11,318 Est. Cost $5.69 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $69 Shares 400 Est. Cost $148.68 Unrealized
PowerShares India 0.0%
Value ($000) $67 Shares 2,925 Est. Cost $21.58 Unrealized
Latin Amern Discovery Fd 0.0%
Value ($000) $66 Shares 6,265 Est. Cost $10.40 Unrealized
Clough Global Equity Common 0.0%
Value ($000) $65 Shares 5,176 Est. Cost $12.59 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $64 Shares 2,715 Est. Cost $20.31 Unrealized
SOXX Ishares Semiconductor Index 0.0%
Value ($000) $63 Shares 450 Est. Cost $73.33 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $63 Shares 1,250 Est. Cost $36.83 Unrealized +22.4%
Aberdeen Aust Equity Fd 0.0%
Value ($000) $61 Shares 10,000 Est. Cost $7.20 Unrealized
FEZ SPDR DJ Euro STOXX 50 ETF 0.0%
Value ($000) $61 Shares 1,589 Est. Cost $35.37 Unrealized
VanEck Vectors Agribusiness ET 0.0%
Value ($000) $58 Shares 1,050 Est. Cost $51.19 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $56 Shares 500 Est. Cost $84.63 Unrealized
Petroleum & Resources Cp 0.0%
Value ($000) $54 Shares 2,873 Est. Cost $22.11 Unrealized
IJH iShares S&P MidCap 400 Index 0.0%
Value ($000) $53 Shares 305 Est. Cost $139.27 Unrealized
HYS Pimco 0-5 Year High Yld 0.0%
Value ($000) $53 Shares 527 Est. Cost $100.04 Unrealized
Direxion All Cap Insider Senti 0.0%
Value ($000) $52 Shares 1,304 Est. Cost $43.77 Unrealized
SCHO Schwab Short-Term U.S. Treasur 0.0%
Value ($000) $50 Shares 985 Est. Cost $50.87 Unrealized
LMP Capital & Income 0.0%
Value ($000) $47 Shares 3,313 Est. Cost $14.97 Unrealized
Morgan Stanley China Fd 0.0%
Value ($000) $47 Shares 2,090 Est. Cost $24.62 Unrealized
Proshares Inverse S&P 500 0.0%
Value ($000) $46 Shares 1,370 Est. Cost $32.87 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $45 Shares 1,092 Est. Cost $34.66 Unrealized
VCSH Vanguard Short-Term Corp Bd Id 0.0%
Value ($000) $45 Shares 559 Est. Cost $81.12 Unrealized
Tekla Healthcare Opportu 0.0%
Value ($000) $44 Shares 2,381 Est. Cost $17.62 Unrealized
Proshares Short Euro 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $35.38 Unrealized
DLN WisdomTree LargeCap Dividend 0.0%
Value ($000) $42 Shares 500 Est. Cost $70.91 Unrealized
EDIV SPDR S&P Emerging Markets Divi 0.0%
Value ($000) $42 Shares 1,400 Est. Cost $26.90 Unrealized
XLE Sector Spdr Engy Select 0.0%
Value ($000) $40 Shares 620 Est. Cost $98.99 Unrealized
PowerShares Preferred ETF 0.0%
Value ($000) $37 Shares 2,446 Est. Cost $15.09 Unrealized
ILF Ishares S&P Latin America 0.0%
Value ($000) $34 Shares 1,130 Est. Cost $36.18 Unrealized
VGK Vanguard European 0.0%
Value ($000) $33 Shares 600 Est. Cost $53.96 Unrealized
FNDC Schwab Fundamental Intl Sm Co 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.30 Unrealized
QDF FlexShares Quality Dividend ET 0.0%
Value ($000) $32 Shares 787 Est. Cost $40.66 Unrealized
Nuveen Tax Advantaged Fd 0.0%
Value ($000) $32 Shares 1,970 Est. Cost $14.20 Unrealized
Central Fund of Canada 0.0%
Value ($000) $28 Shares 2,250 Est. Cost $12.44 Unrealized
IYR Ishares US Real Estate 0.0%
Value ($000) $28 Shares 352 Est. Cost $79.02 Unrealized
Loncar Cancer Immunotherapy ET 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $24.86 Unrealized
Ellsworth Cv Grth&Inc Fd 0.0%
Value ($000) $27 Shares 2,898 Est. Cost $9.00 Unrealized
AIG WTS EXP 01/19/21 45 0.0%
Value ($000) $27 Shares 1,265 Est. Cost $23.59 Unrealized
IWS Ishares Russell Midcap Value I 0.0%
Value ($000) $25 Shares 300 Est. Cost $66.67 Unrealized
ETFS Physical Palladium Shares 0.0%
Value ($000) $24 Shares 301 Est. Cost $73.27 Unrealized
Gabelli Conv & Incm Sec 0.0%
Value ($000) $24 Shares 4,700 Est. Cost $5.11 Unrealized
PureFunds ISE Cyber Security E 0.0%
Value ($000) $23 Shares 750 Est. Cost $26.93 Unrealized
Gabelli Global Deal Fund 0.0%
Value ($000) $22 Shares 2,169 Est. Cost $10.10 Unrealized
Mobileye NV 0.0%
Value ($000) $22 Shares 350 Est. Cost $51.29 Unrealized
Mrgn Stnly Asia Pac Fund 0.0%
Value ($000) $21 Shares 1,242 Est. Cost $16.48 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $21 Shares 600 Est. Cost $56.88 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) $21 Shares 370 Est. Cost $65.51 Unrealized
Nuveen Core Equity Fund 0.0%
Value ($000) $20 Shares 1,350 Est. Cost $13.58 Unrealized
DTD Wisdomtree Total Dividnd 0.0%
Value ($000) $19 Shares 224 Est. Cost $69.81 Unrealized
SCHZ Schwab US Aggregate Bond 0.0%
Value ($000) $18 Shares 348 Est. Cost $51.72 Unrealized
Asia Tigers Fund 0.0%
Value ($000) $18 Shares 1,549 Est. Cost $11.07 Unrealized
Zweig Fund Inc 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $11.17 Unrealized
Aberdeen Israel Fund 0.0%
Value ($000) $17 Shares 900 Est. Cost $17.41 Unrealized
ETFS Physical Precious Metals 0.0%
Value ($000) $16 Shares 251 Est. Cost $52.00 Unrealized
Zweig Total Return Fund 0.0%
Value ($000) $16 Shares 1,300 Est. Cost $12.31 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $16 Shares 400 Est. Cost $41.98 Unrealized
Eaton Vance Tax Mgd Glbl 0.0%
Value ($000) $16 Shares 1,400 Est. Cost $11.44 Unrealized
SKYY First Trust Cloud Computing ET 0.0%
Value ($000) $16 Shares 402 Est. Cost $39.80 Unrealized
GAIN Gladstone Investment Cp 0.0%
Value ($000) $16 Shares 1,650 Est. Cost $2.14 Unrealized +78.8%
Putnam High Incm Bond Fd 0.0%
Value ($000) $15 Shares 1,670 Est. Cost $8.19 Unrealized
VGT Vanguard Info Technology 0.0%
Value ($000) $14 Shares 100 Est. Cost $90.00 Unrealized
Credit Suisse Silver Shares Co 0.0%
Value ($000) $14 Shares 1,700 Est. Cost $11.18 Unrealized
EWX SPDR S&P Emerging Markets Smal 0.0%
Value ($000) $14 Shares 300 Est. Cost $47.78 Unrealized
QQQE Direxion Shares Etf 0.0%
Value ($000) $14 Shares 346 Est. Cost $51.64 Unrealized
EWC iShares MSCI Canada Index 0.0%
Value ($000) $13 Shares 500 Est. Cost $30.04 Unrealized
HEDJ WisdomTree Europe Hedged Equit 0.0%
Value ($000) $12 Shares 200 Est. Cost $57.91 Unrealized
Etfs Phys Platinum Etf 0.0%
Value ($000) $12 Shares 135 Est. Cost $134.57 Unrealized
WIP SPDR DB Intl Govt Infl-Protect 0.0%
Value ($000) $11 Shares 200 Est. Cost $60.00 Unrealized
IEO Ishares Oil & Gas 0.0%
Value ($000) $11 Shares 200 Est. Cost $76.04 Unrealized
SCHR Schwab Intermediate-Term U.S. 0.0%
Value ($000) $11 Shares 202 Est. Cost $51.55 Unrealized
Van Kampen Advantage II 0.0%
Value ($000) $11 Shares 910 Est. Cost $12.09 Unrealized
Nuveen Tax Adv Tot Retur 0.0%
Value ($000) $10 Shares 800 Est. Cost $11.60 Unrealized
Guggenheim Spin-Off 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.00 Unrealized
IXC Ishares Tr S&P Global Energy S 0.0%
Value ($000) $9 Shares 300 Est. Cost $47.35 Unrealized
ACWX iShares MSCI ACWI Ex-US 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
Guggenheim S&P MidCap 400 Pure 0.0%
Value ($000) $8 Shares 55 Est. Cost $120.00 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $7 Shares 84 Est. Cost $76.84 Unrealized
BWVTF Barclays iPath S&P 500 BuyWrit 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
GSV Capital Corp 0.0%
Value ($000) $7 Shares 1,700 Est. Cost $12.35 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $7 Shares 82 Est. Cost $60.98 Unrealized
IEZ Ishares Oil Equip & Svc 0.0%
Value ($000) $7 Shares 200 Est. Cost $73.52 Unrealized
XPH SPDR S&P Pharmaceuticals 0.0%
Value ($000) $6 Shares 150 Est. Cost $85.75 Unrealized
Guggenheim BRIC 0.0%
Value ($000) $6 Shares 200 Est. Cost $35.00 Unrealized
Mexico Equity & Income Common 0.0%
Value ($000) $6 Shares 549 Est. Cost $14.56 Unrealized
PHYS Sprott Phys Gld Tr Etn 0.0%
Value ($000) $6 Shares 614 Est. Cost $9.77 Unrealized
Guggenheim China Technology ET 0.0%
Value ($000) $6 Shares 130 Est. Cost $38.46 Unrealized
Guggenheim Multi-Asset Income 0.0%
Value ($000) $6 Shares 280 Est. Cost $21.43 Unrealized
Voya Emerging Markets High Div 0.0%
Value ($000) $6 Shares 666 Est. Cost $7.51 Unrealized
Guggenheim Russell Top 50 Mega 0.0%
Value ($000) $6 Shares 33 Est. Cost $140.00 Unrealized
Guggenheim Canadian Energy Inc 0.0%
Value ($000) $5 Shares 650 Est. Cost $15.29 Unrealized
Ishares Msci Malaysia 0.0%
Value ($000) $5 Shares 162 Est. Cost $15.47 Unrealized
Claymore/BNY Mellon Frontier M 0.0%
Value ($000) $5 Shares 361 Est. Cost $16.42 Unrealized
EPI WisdomTree India Earnings 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.83 Unrealized
Eagle Capital Growth Fd 0.0%
Value ($000) $5 Shares 597 Est. Cost $8.38 Unrealized
PSLV Sprott Phys Sil Tr Etf 0.0%
Value ($000) $5 Shares 736 Est. Cost $8.15 Unrealized
Foxby Corp 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $2.08 Unrealized
Zoes Kitchen Inc 0.0%
Value ($000) $4 Shares 375 Est. Cost $29.33 Unrealized
IGE Ishares Tr Goldman Sachs Natur 0.0%
Value ($000) $4 Shares 132 Est. Cost $49.88 Unrealized
YieldShares High Income ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Call EFA JAN18 60 0.0%
Value ($000) $4 Shares 6 Est. Cost 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
Blackrock Global Energy 0.0%
Value ($000) $4 Shares 300 Est. Cost $27.50 Unrealized
XXCHNXX China Fund Inc 0.0%
Value ($000) $4 Shares 198 Est. Cost $20.84 Unrealized
Nuveen S&P 500 Dynamic Overwri 0.0%
Value ($000) $4 Shares 234 Est. Cost $12.82 Unrealized
Bancroft Conv Fund Inc 0.0%
Value ($000) $3 Shares 156 Est. Cost $25.64 Unrealized
GSG iShares S&P GSCI Commodity-Ind 0.0%
Value ($000) $3 Shares 186 Est. Cost $32.26 Unrealized
DDD 3 D Systems Corp 0.0%
Value ($000) $3 Shares 150 Est. Cost $52.15 Unrealized -63.7%
Exone Company 0.0%
Value ($000) $3 Shares 250 Est. Cost $20.00 Unrealized
Guggenheim S&P 500 Equal Weigh 0.0%
Value ($000) $3 Shares 55 Est. Cost $90.73 Unrealized
MNA IQ Merger Arbitrage ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
PowerShares S&P Intl Dev Low V 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.21 Unrealized
Greater China Fund 0.0%
Value ($000) $2 Shares 148 Est. Cost $10.13 Unrealized
Advent Claymore Cnvt Secs & In 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
Nuveen Qual Pfd Inc Fd 0.0%
Value ($000) $2 Shares 243 Est. Cost $9.95 Unrealized
Spdr S&P Emerging Latin 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
IEMG iShares Core MSCI Emerging Mar 0.0%
Value ($000) $2 Shares 45 Est. Cost $49.00 Unrealized
PowerShares FTSE RAFI US 1000 0.0%
Value ($000) $2 Shares 20 Est. Cost $91.67 Unrealized
Guggenheim S&P500 Eq Weight Fi 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
Jf China Region Fund Inc 0.0%
Value ($000) $2 Shares 86 Est. Cost $18.41 Unrealized
VanEck Vectors Rare Earth/Stra 0.0%
Value ($000) $1 Shares 30 Est. Cost $18.68 Unrealized
Guggenheim S&P500 Eq Weight Te 0.0%
Value ($000) $1 Shares 12 Est. Cost $80.36 Unrealized
Gugenhm S&P 500 Eql Wgt 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
Mac/First Glb Infrastructure 0.0%
Value ($000) $1 Shares 98 Est. Cost $17.77 Unrealized
PowerShares S&P 500 High Beta 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.22 Unrealized
Asia Pacific Fund 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.82 Unrealized
Guggenheim SP SmallCap 600 Pur 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
Tekla Healthcare Investors 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.40 Unrealized
Nasdaq Prem Incm & Grwth 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.57 Unrealized
SVVC Firsthand Technology Value Fun 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.40 Unrealized -57.0%
FNDB Schwab Fundamental U.S. Broad 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized