BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 24, 2017

Total Value ($000): $209,354 (100.0% shares, 0.0% debt)

Holdings (243)

SPY SPDR S&P 500 ETF 17.3%
Value ($000) $36,202 Shares 144,098 Est. Cost $189.90 Unrealized
General American Investors 10.0%
Value ($000) $20,833 Shares 578,367 Est. Cost $32.26 Unrealized
Adams Express Co 8.8%
Value ($000) $18,461 Shares 1,213,720 Est. Cost $12.86 Unrealized
Tri Continental Corp 7.3%
Value ($000) $15,301 Shares 598,880 Est. Cost $19.54 Unrealized
SCHX Schwab U.S. Large-Cap 5.8%
Value ($000) $12,128 Shares 201,992 Est. Cost $52.27 Unrealized
SCHB Schwab U.S. Broad Market 4.4%
Value ($000) $9,299 Shares 152,660 Est. Cost $54.95 Unrealized
Liberty All Star Eq Fd 4.3%
Value ($000) $8,972 Shares 1,487,973 Est. Cost $5.36 Unrealized
SPDR Dow Jones Industrial Aver 3.1%
Value ($000) $6,515 Shares 29,110 Est. Cost $160.73 Unrealized
Guggenheim S&P500 Equal Weight 2.7%
Value ($000) $5,646 Shares 59,093 Est. Cost $87.72 Unrealized
Royce Value Trust 2.5%
Value ($000) $5,329 Shares 337,510 Est. Cost $12.98 Unrealized
Dividend & Income Fund 2.5%
Value ($000) $5,323 Shares 413,890 Est. Cost $11.41 Unrealized
Special Opptys Fund 1.9%
Value ($000) $3,953 Shares 249,306 Est. Cost $16.37 Unrealized
IWM iShares Russell 2000 Index 1.8%
Value ($000) $3,728 Shares 25,157 Est. Cost $119.58 Unrealized
Guggenheim Enhanced Eqty 1.7%
Value ($000) $3,575 Shares 417,595 Est. Cost $7.97 Unrealized
IVV iShares S&P 500 Index Fund 1.4%
Value ($000) $3,029 Shares 11,977 Est. Cost $226.45 Unrealized
Nuveen Dow 30 Dynamic Overwrit 1.4%
Value ($000) $2,941 Shares 173,379 Est. Cost $14.11 Unrealized
SCHV Schwab U.S. Large-Cap Value 1.3%
Value ($000) $2,759 Shares 53,237 Est. Cost $46.27 Unrealized
Special Opp 3.5 Pfd Conv 1.1%
Value ($000) $2,287 Shares 89,386 Est. Cost $25.82 Unrealized
Vanguard S&P 500 ETF 0.9%
Value ($000) $1,961 Shares 8,497 Est. Cost $196.14 Unrealized
American Intl Group Inc 0.9%
Value ($000) $1,819 Shares 29,630 Est. Cost $65.17 Unrealized
Alpine Total Dynamic Fd 0.9%
Value ($000) $1,780 Shares 197,823 Est. Cost $7.64 Unrealized
SCHM Schwab U.S. Mid-Cap 0.8%
Value ($000) $1,682 Shares 33,575 Est. Cost $41.07 Unrealized
ETFS Gold Trust ETF 0.7%
Value ($000) $1,445 Shares 11,655 Est. Cost $124.16 Unrealized
PowerShares QQQ - Nasdaq 100 0.7%
Value ($000) $1,437 Shares 9,882 Est. Cost $86.84 Unrealized
SCHA Schwab U.S. Small-Cap 0.6%
Value ($000) $1,352 Shares 20,071 Est. Cost $58.72 Unrealized
MS India Investment Fund 0.6%
Value ($000) $1,326 Shares 38,731 Est. Cost $25.29 Unrealized
VTI Vanguard Total Stock Mkt 0.5%
Value ($000) $1,011 Shares 7,802 Est. Cost $85.85 Unrealized
Delaware Enhanced Gbl Div & In 0.5%
Value ($000) $996 Shares 83,986 Est. Cost $10.34 Unrealized
SCHE Schwab Emerging Markets Equity 0.5%
Value ($000) $985 Shares 36,597 Est. Cost $24.30 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.4%
Value ($000) $882 Shares 13,345 Est. Cost $45.94 Unrealized
First Tr Enhcd Eqty Incm 0.4%
Value ($000) $763 Shares 50,720 Est. Cost $12.94 Unrealized
IWF iShares Russell 1000 Growth 0.4%
Value ($000) $756 Shares 6,046 Est. Cost $77.87 Unrealized
SCHF Schwab International Equity 0.4%
Value ($000) $748 Shares 22,336 Est. Cost $31.49 Unrealized
SCHD Sch US Div Equity Etf 0.4%
Value ($000) $741 Shares 15,840 Est. Cost $38.27 Unrealized
Royce Micro-Cap TRUST 0.3%
Value ($000) $699 Shares 74,534 Est. Cost $8.38 Unrealized
Gabelli Global Small and Mid C 0.3%
Value ($000) $697 Shares 52,699 Est. Cost $10.60 Unrealized
KRE SPDR S&P Regional Bking 0.3%
Value ($000) $680 Shares 11,975 Est. Cost $38.29 Unrealized
Liberty All-Star Gr Fund 0.3%
Value ($000) $679 Shares 129,819 Est. Cost $4.34 Unrealized
Gabelli Healthcare TRUST 0.3%
Value ($000) $670 Shares 66,246 Est. Cost $10.53 Unrealized
AllianzGI NFJ Divid Int 0.3%
Value ($000) $659 Shares 49,211 Est. Cost $12.55 Unrealized
SPDR Gold Shares 0.3%
Value ($000) $621 Shares 5,111 Est. Cost $121.80 Unrealized
Herzfeld Caribbn Basn Fd 0.3%
Value ($000) $601 Shares 82,835 Est. Cost $7.19 Unrealized
Templeton Emrgng Mkt Fd 0.3%
Value ($000) $594 Shares 36,037 Est. Cost $13.20 Unrealized
Gabelli Div And Inc Tr 0.3%
Value ($000) $592 Shares 26,461 Est. Cost $19.50 Unrealized
Central Securities Corp 0.3%
Value ($000) $582 Shares 22,513 Est. Cost $25.39 Unrealized
SPEU SPDR STOXX Europe 50 0.3%
Value ($000) $539 Shares 15,124 Est. Cost $36.00 Unrealized
Royce Global Value Tr 0.3%
Value ($000) $527 Shares 50,954 Est. Cost $8.84 Unrealized
OEF iShares S&P 100 Index Fund 0.3%
Value ($000) $525 Shares 4,718 Est. Cost $72.02 Unrealized
SCHC Schwab International Small-Cap 0.2%
Value ($000) $517 Shares 14,429 Est. Cost $32.38 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $462 Shares 3,900 Est. Cost $111.66 Unrealized
BlackRock Enhanced Dividend Ac 0.2%
Value ($000) $424 Shares 46,716 Est. Cost $7.55 Unrealized
EEM iShares MSCI Emrg Mkt ETF 0.2%
Value ($000) $420 Shares 9,382 Est. Cost $40.53 Unrealized
WTPI WisdomTree CBOE S&P 500 PutWri 0.2%
Value ($000) $413 Shares 14,002 Est. Cost $27.55 Unrealized
IVW iShares S&P 500 Growth 0.2%
Value ($000) $400 Shares 2,905 Est. Cost $107.71 Unrealized
Call SPY JAN18 @ 239 0.2%
Value ($000) $382 Shares 129 Est. Cost Unrealized
European Equity Fund 0.2%
Value ($000) $379 Shares 39,133 Est. Cost $8.55 Unrealized
MS Emerging Market Fund 0.2%
Value ($000) $374 Shares 21,524 Est. Cost $14.70 Unrealized
Royce Focus TRUST Inc 0.2%
Value ($000) $353 Shares 45,626 Est. Cost $7.28 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $305 Shares 3,732 Est. Cost $53.16 Unrealized
Blackrock Enhcd Cap & Incm 0.1%
Value ($000) $276 Shares 17,688 Est. Cost $14.13 Unrealized
DON WisdomTree MidCap Dividend 0.1%
Value ($000) $250 Shares 2,500 Est. Cost $80.09 Unrealized
Boulder Growth & Income 0.1%
Value ($000) $249 Shares 24,380 Est. Cost $8.97 Unrealized
Singapore Fund Inc 0.1%
Value ($000) $246 Shares 21,123 Est. Cost $11.65 Unrealized
Blackrock Global Opptys 0.1%
Value ($000) $237 Shares 17,478 Est. Cost $11.70 Unrealized
TBF Proshares Short 20 Year Treas 0.1%
Value ($000) $234 Shares 10,460 Est. Cost $29.81 Unrealized
India Fund Inc 0.1%
Value ($000) $229 Shares 8,547 Est. Cost $25.45 Unrealized
Lazard Glbl Total Retrun 0.1%
Value ($000) $224 Shares 13,376 Est. Cost $13.99 Unrealized
Aberdeen Emg Mkt SMC Opps 0.1%
Value ($000) $222 Shares 15,863 Est. Cost $11.35 Unrealized
NXDT NexPoint Credit Strategies Fun 0.1%
Value ($000) $221 Shares 9,572 Est. Cost $21.77 Unrealized
DGRW WisdomTree U.S. Quality Divide 0.1%
Value ($000) $214 Shares 5,600 Est. Cost $38.21 Unrealized
HON Honeywell International 0.1%
Value ($000) $210 Shares 1,480 Est. Cost $71.94 Unrealized +45.0%
Delaware Invts Div &Incm 0.1%
Value ($000) $208 Shares 19,369 Est. Cost $10.10 Unrealized
XLI Sector Spdr Indl Select 0.1%
Value ($000) $208 Shares 2,932 Est. Cost $53.49 Unrealized
PowerShares Buyback Achievers 0.1%
Value ($000) $207 Shares 3,725 Est. Cost $49.10 Unrealized
BlackRock Resources & Commdty 0.1%
Value ($000) $191 Shares 21,526 Est. Cost $8.60 Unrealized
TDIV First Trust NASDAQ Technology 0.1%
Value ($000) $187 Shares 5,760 Est. Cost $26.51 Unrealized
Latin Amer Equity Fd New 0.1%
Value ($000) $181 Shares 6,604 Est. Cost $22.19 Unrealized
DWX SPDR S&P International Dividen 0.1%
Value ($000) $166 Shares 4,099 Est. Cost $43.02 Unrealized
ACWI iShares MSCI ACWI Index 0.1%
Value ($000) $164 Shares 2,380 Est. Cost $57.84 Unrealized
Source Capital Inc 0.1%
Value ($000) $164 Shares 4,075 Est. Cost $37.78 Unrealized
Gyrodyne Company of America 0.1%
Value ($000) $154 Shares 7,101 Est. Cost $17.82 Unrealized
Nuveen Real Asset Income 0.1%
Value ($000) $154 Shares 8,573 Est. Cost $17.96 Unrealized
TIP iShares Barclays TIPS Bond Fun 0.1%
Value ($000) $147 Shares 1,293 Est. Cost $111.98 Unrealized
SLV iShares Silver Trust 0.1%
Value ($000) $140 Shares 8,905 Est. Cost $18.51 Unrealized
VT Vanguard Total World 0.1%
Value ($000) $140 Shares 1,975 Est. Cost $59.68 Unrealized
Templeton Dragon Fund 0.1%
Value ($000) $140 Shares 6,720 Est. Cost $19.33 Unrealized
SCHP Schwab U.S. TIPS ETF 0.1%
Value ($000) $139 Shares 2,509 Est. Cost $54.18 Unrealized
CEW WisdomTree Emerging Currency E 0.1%
Value ($000) $136 Shares 7,158 Est. Cost $19.98 Unrealized
RMR Real Estate Income Fund 0.1%
Value ($000) $130 Shares 6,749 Est. Cost $19.26 Unrealized
Ishares Msci Jpn Idx Fd 0.1%
Value ($000) $122 Shares 2,188 Est. Cost $11.99 Unrealized
MMM 3m Company 0.1%
Value ($000) $121 Shares 575 Est. Cost $100.84 Unrealized +28.8%
Eaton Vance Risk Managed 0.1%
Value ($000) $120 Shares 12,686 Est. Cost $9.06 Unrealized
Japan Smaller Cap Fund 0.1%
Value ($000) $117 Shares 9,305 Est. Cost $10.48 Unrealized
iShares Gold Trust 0.1%
Value ($000) $116 Shares 9,400 Est. Cost $10.96 Unrealized
EUO Proshares Ultrashort Euro 0.1%
Value ($000) $114 Shares 5,250 Est. Cost $19.15 Unrealized
iPath MSCI India Index ETN 0.1%
Value ($000) $113 Shares 1,424 Est. Cost $68.84 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $110 Shares 1,158 Est. Cost $67.42 Unrealized
Asa Gold & Precs Mtls 0.1%
Value ($000) $107 Shares 8,975 Est. Cost $12.68 Unrealized
XLK Sector Spdr Tech Select 0.0%
Value ($000) $104 Shares 1,753 Est. Cost $35.94 Unrealized
Clough Global Opportunities 0.0%
Value ($000) $98 Shares 8,811 Est. Cost $12.10 Unrealized
EWZ Ishares Msci Brazil Indx 0.0%
Value ($000) $94 Shares 2,259 Est. Cost $47.34 Unrealized
PowerShares S&P 500 Low Volati 0.0%
Value ($000) $89 Shares 1,937 Est. Cost $38.76 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $88 Shares 1,625 Est. Cost $44.64 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $87 Shares 3,370 Est. Cost $23.55 Unrealized
DWS Dreman Val Inc Edge 0.0%
Value ($000) $86 Shares 5,685 Est. Cost $13.18 Unrealized
Etfs Silver TRUST Etf 0.0%
Value ($000) $83 Shares 5,104 Est. Cost $17.51 Unrealized
ING Global Adv & Premium Opp 0.0%
Value ($000) $82 Shares 7,149 Est. Cost $10.47 Unrealized
XLB Sector SPDR Materials 0.0%
Value ($000) $80 Shares 1,400 Est. Cost $49.62 Unrealized
DXJ Wisdomtree Jpn Hdgd Eqty 0.0%
Value ($000) $78 Shares 1,425 Est. Cost $51.27 Unrealized
Swiss Helvetia Fund 0.0%
Value ($000) $72 Shares 5,670 Est. Cost $11.91 Unrealized
SOXX Ishares Semiconductor Index 0.0%
Value ($000) $71 Shares 450 Est. Cost $73.33 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $71 Shares 400 Est. Cost $148.68 Unrealized
PowerShares India 0.0%
Value ($000) $67 Shares 2,825 Est. Cost $21.58 Unrealized
VanEck Vectors Agribusiness ET 0.0%
Value ($000) $62 Shares 1,050 Est. Cost $51.19 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $61 Shares 2,465 Est. Cost $20.31 Unrealized
EQS Equus II Inc 0.0%
Value ($000) $60 Shares 24,605 Est. Cost $2.10 Unrealized +11.3%
AAL American Airlines Group Inc 0.0%
Value ($000) $59 Shares 1,250 Est. Cost $36.83 Unrealized +27.6%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $58 Shares 500 Est. Cost $84.63 Unrealized
Latin Amern Discovery Fd 0.0%
Value ($000) $56 Shares 4,667 Est. Cost $10.40 Unrealized
Tekla Healthcare Opportu 0.0%
Value ($000) $56 Shares 3,000 Est. Cost $17.83 Unrealized
IJH iShares S&P MidCap 400 Index 0.0%
Value ($000) $55 Shares 305 Est. Cost $139.27 Unrealized
Direxion All Cap Insider Senti 0.0%
Value ($000) $54 Shares 1,300 Est. Cost $43.77 Unrealized
HYS Pimco 0-5 Year High Yld 0.0%
Value ($000) $54 Shares 527 Est. Cost $100.04 Unrealized
FEZ SPDR DJ Euro STOXX 50 ETF 0.0%
Value ($000) $53 Shares 1,279 Est. Cost $35.37 Unrealized
SCHO Schwab Short-Term U.S. Treasur 0.0%
Value ($000) $50 Shares 984 Est. Cost $50.87 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $49 Shares 1,203 Est. Cost $35.22 Unrealized
DLN WisdomTree LargeCap Dividend 0.0%
Value ($000) $43 Shares 500 Est. Cost $70.91 Unrealized
EDIV SPDR S&P Emerging Markets Divi 0.0%
Value ($000) $43 Shares 1,400 Est. Cost $26.90 Unrealized
XLE Sector Spdr Engy Select 0.0%
Value ($000) $43 Shares 621 Est. Cost $98.99 Unrealized
FNDC Schwab Fundamental Intl Sm Co 0.0%
Value ($000) $42 Shares 1,200 Est. Cost $31.92 Unrealized
Proshares Short Euro 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $35.38 Unrealized
IBUY Amplify Online Retail 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $36.36 Unrealized
New Ireland Fund Inc 0.0%
Value ($000) $40 Shares 2,938 Est. Cost $13.61 Unrealized
Call IWM MAY18 @ 115 0.0%
Value ($000) $39 Shares 16 Est. Cost Unrealized
Ellsworth Cv Grth&Inc Fd 0.0%
Value ($000) $39 Shares 4,247 Est. Cost $9.06 Unrealized
PowerShares Preferred ETF 0.0%
Value ($000) $37 Shares 2,446 Est. Cost $15.09 Unrealized
Petroleum & Resources Cp 0.0%
Value ($000) $36 Shares 1,850 Est. Cost $22.11 Unrealized
VGK Vanguard European 0.0%
Value ($000) $35 Shares 600 Est. Cost $53.96 Unrealized
Morgan Stanley China Fd 0.0%
Value ($000) $33 Shares 1,390 Est. Cost $24.62 Unrealized
Blackrock Intl Growth Tr 0.0%
Value ($000) $31 Shares 4,700 Est. Cost $5.69 Unrealized
Central Fund of Canada 0.0%
Value ($000) $29 Shares 2,250 Est. Cost $12.44 Unrealized
IWB iShares Russell 1000 0.0%
Value ($000) $28 Shares 200 Est. Cost $134.55 Unrealized
ETFS Physical Palladium Shares 0.0%
Value ($000) $27 Shares 301 Est. Cost $73.27 Unrealized
Loncar Cancer Immunotherapy ET 0.0%
Value ($000) $27 Shares 1,010 Est. Cost $24.86 Unrealized
ILF Ishares S&P Latin America 0.0%
Value ($000) $27 Shares 780 Est. Cost $36.18 Unrealized
PFF iShares S&P U.S. Preferred Sto 0.0%
Value ($000) $25 Shares 650 Est. Cost $38.46 Unrealized
AIG WTS EXP 01/19/21 @ 45 0.0%
Value ($000) $25 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
Aberdeen Aust Equity Fd 0.0%
Value ($000) $23 Shares 3,700 Est. Cost $7.20 Unrealized
PRNT 3d Printing Etf 0.0%
Value ($000) $23 Shares 900 Est. Cost $25.56 Unrealized
PureFunds ISE Cyber Security E 0.0%
Value ($000) $23 Shares 750 Est. Cost $26.93 Unrealized
EZA iShares MSCI South Africa 0.0%
Value ($000) $22 Shares 370 Est. Cost $65.51 Unrealized
IGSB iShares Barclays 1-3 Year Cred 0.0%
Value ($000) $21 Shares 200 Est. Cost $106.67 Unrealized
DTD Wisdomtree Total Dividnd 0.0%
Value ($000) $20 Shares 224 Est. Cost $69.81 Unrealized
Western Asset Claymore 0.0%
Value ($000) $19 Shares 1,697 Est. Cost $11.20 Unrealized
LIT Global X Lithium & Battery Tec 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.00 Unrealized
QQQE Direxion Shares Etf 0.0%
Value ($000) $18 Shares 446 Est. Cost $49.11 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $17 Shares 400 Est. Cost $41.98 Unrealized
SKYY First Trust Cloud Computing ET 0.0%
Value ($000) $17 Shares 402 Est. Cost $39.80 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $17 Shares 450 Est. Cost $56.88 Unrealized
QDF FlexShares Quality Dividend ET 0.0%
Value ($000) $16 Shares 387 Est. Cost $40.66 Unrealized
ETFS Physical Precious Metals 0.0%
Value ($000) $16 Shares 251 Est. Cost $52.00 Unrealized
Westn Asset Claymore TIPS Fd 0.0%
Value ($000) $16 Shares 1,400 Est. Cost $11.43 Unrealized
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) $15 Shares 100 Est. Cost $90.00 Unrealized
EWX SPDR S&P Emerging Markets Smal 0.0%
Value ($000) $15 Shares 300 Est. Cost $47.78 Unrealized
EWC iShares MSCI Canada Index 0.0%
Value ($000) $14 Shares 500 Est. Cost $30.04 Unrealized
XXCHNXX China Fund Inc 0.0%
Value ($000) $14 Shares 698 Est. Cost $20.28 Unrealized
HEDJ WisdomTree Europe Hedged Equit 0.0%
Value ($000) $13 Shares 200 Est. Cost $57.91 Unrealized
Credit Suisse Silver Shares Co 0.0%
Value ($000) $13 Shares 1,700 Est. Cost $11.18 Unrealized
Put SPY DEC17 @ 249 0.0%
Value ($000) $13 Shares 28 Est. Cost Unrealized
Cohen & Steers Tot Ret Realty 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.45 Unrealized
Aberdeen Israel Fund 0.0%
Value ($000) $12 Shares 600 Est. Cost $17.41 Unrealized
Etfs Phys Platinum Etf 0.0%
Value ($000) $12 Shares 135 Est. Cost $134.57 Unrealized
VCSH Vanguard Short-Term Corp Bd Id 0.0%
Value ($000) $11 Shares 135 Est. Cost $81.12 Unrealized
SCHR Schwab Intermediate-Term U.S. 0.0%
Value ($000) $11 Shares 202 Est. Cost $51.55 Unrealized
ACWX iShares MSCI ACWI Ex-US 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
Proshares Inverse S&P 500 0.0%
Value ($000) $10 Shares 301 Est. Cost $32.87 Unrealized
Thai Fund Inc 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
Zweig Fund Inc 0.0%
Value ($000) $10 Shares 750 Est. Cost $11.17 Unrealized
Guggenheim Spin-Off 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.00 Unrealized
Nuveen Tax Advantaged Fd 0.0%
Value ($000) $10 Shares 607 Est. Cost $14.20 Unrealized
IYR Ishares US Real Estate 0.0%
Value ($000) $9 Shares 110 Est. Cost $79.02 Unrealized
Mrgn Stnly Asia Pac Fund 0.0%
Value ($000) $9 Shares 516 Est. Cost $16.48 Unrealized
GSV Capital Corp 0.0%
Value ($000) $9 Shares 1,700 Est. Cost $12.35 Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.00 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) $8 Shares 78 Est. Cost $76.84 Unrealized
Put IWM MAY18 @ 143 0.0%
Value ($000) $8 Shares 19 Est. Cost Unrealized
BWVTF Barclays iPath S&P 500 BuyWrit 0.0%
Value ($000) $8 Shares 100 Est. Cost $60.00 Unrealized
Guggenheim China Technology ET 0.0%
Value ($000) $7 Shares 130 Est. Cost $38.46 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $7 Shares 82 Est. Cost $60.98 Unrealized
Guggenheim BRIC 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
Advent Claymore Enhcd Fd 0.0%
Value ($000) $6 Shares 712 Est. Cost $8.24 Unrealized
Call AAPL JAN19 @ 90 0.0%
Value ($000) $6 Shares 1 Est. Cost Unrealized
PHYS Sprott Phys Gld Tr Etn 0.0%
Value ($000) $6 Shares 614 Est. Cost $9.77 Unrealized
XPH SPDR S&P Pharmaceuticals 0.0%
Value ($000) $6 Shares 150 Est. Cost $85.75 Unrealized
Mexico Equity & Income Common 0.0%
Value ($000) $6 Shares 549 Est. Cost $14.56 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) $6 Shares 650 Est. Cost $15.29 Unrealized
Foxby Corp 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $2.08 Unrealized
Gabelli Global Deal Fund 0.0%
Value ($000) $5 Shares 471 Est. Cost $10.10 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
PSLV Sprott Phys Sil Tr Etf 0.0%
Value ($000) $5 Shares 736 Est. Cost $8.15 Unrealized
Zoe's Kitchen Inc 0.0%
Value ($000) $5 Shares 375 Est. Cost $29.33 Unrealized
VanEck Vectors Vietnam ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $19.45 Unrealized
Nuveen S&P 500 Dynamic Overwri 0.0%
Value ($000) $4 Shares 234 Est. Cost $12.82 Unrealized
ETRACS 2x Closed-End Fund ETN 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
YieldShares High Income ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Blackrock Global Energy 0.0%
Value ($000) $4 Shares 300 Est. Cost $27.50 Unrealized
IGE Ishares Tr Goldman Sachs Natur 0.0%
Value ($000) $4 Shares 132 Est. Cost $49.88 Unrealized
IEZ Ishares Oil Equip & Svc 0.0%
Value ($000) $4 Shares 100 Est. Cost $73.52 Unrealized
Guggenheim Multi-Asset Income 0.0%
Value ($000) $3 Shares 129 Est. Cost $21.43 Unrealized
Nuveen Qual Pfd Inc Fd 0.0%
Value ($000) $3 Shares 245 Est. Cost $9.95 Unrealized
EFA iShares MSCI EAFE Index Fund 0.0%
Value ($000) $3 Shares 50 Est. Cost $65.15 Unrealized
Bancroft Conv Fund Inc 0.0%
Value ($000) $3 Shares 156 Est. Cost $25.64 Unrealized
LMP Capital & Income 0.0%
Value ($000) $3 Shares 231 Est. Cost $14.97 Unrealized
PowerShares S&P Intl Dev Low V 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.21 Unrealized
MNA IQ Merger Arbitrage ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Guggenheim S&P 500 Equal Weigh 0.0%
Value ($000) $3 Shares 55 Est. Cost $90.73 Unrealized
Exone Company 0.0%
Value ($000) $3 Shares 250 Est. Cost $20.00 Unrealized
GSG iShares S&P GSCI Commodity-Ind 0.0%
Value ($000) $3 Shares 186 Est. Cost $32.26 Unrealized
Call AIG JAN19 @ 45 0.0%
Value ($000) $2 Shares 1 Est. Cost 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 300 Est. Cost $5.00 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
DDD 3 D Systems Corp 0.0%
Value ($000) $2 Shares 150 Est. Cost $52.15 Unrealized -71.9%
Guggenheim S&P500 Eq Weight Te 0.0%
Value ($000) $2 Shares 12 Est. Cost $80.36 Unrealized
Asia Pacific Fund 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.82 Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
Call KO JAN19 @ 38 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
Guggenheim SP SmallCap 600 Pur 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
VanEck Vectors Rare Earth/Stra 0.0%
Value ($000) $1 Shares 30 Est. Cost $18.68 Unrealized
PowerShares S&P 500 High Beta 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.22 Unrealized
Mvc Capital Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.73 Unrealized
Nasdaq Prem Incm & Grwth 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.57 Unrealized
Tekla Healthcare Investors 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.40 Unrealized
SVVC Firsthand Technology Value Fun 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.40 Unrealized -59.6%
FNDB Schwab Fundamental U.S. Broad 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Thai Capital Fd Inc New 0.0%
Value ($000) $0 Shares 4,281 Est. Cost Unrealized
Call PFE JAN18 @ 36 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized