BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 22, 2020

Total Value ($000): $248,157 (100.0% shares, 0.0% debt)

Holdings (189)

SPY SPDR S&P 500 ETF 23.0%
Value ($000) $57,055 Shares 177,266 Est. Cost $213.46 Unrealized
General American Investors 10.6%
Value ($000) $26,391 Shares 699,272 Est. Cost $32.64 Unrealized
SCHX Schwab U.S. Large-Cap 9.0%
Value ($000) $22,340 Shares 290,847 Est. Cost $56.40 Unrealized
Adams Express Co 7.0%
Value ($000) $17,274 Shares 1,095,359 Est. Cost $13.03 Unrealized
Tri Continental Corp 6.0%
Value ($000) $14,990 Shares 531,572 Est. Cost $19.67 Unrealized
SCHB Schwab U.S. Broad Market 5.0%
Value ($000) $12,323 Shares 160,285 Est. Cost $58.02 Unrealized
Liberty All Star Eq Fd 3.0%
Value ($000) $7,444 Shares 1,099,575 Est. Cost $5.36 Unrealized
Invesco S&P 500 Equal Weight ETF 2.7%
Value ($000) $6,649 Shares 57,458 Est. Cost $91.42 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 2.6%
Value ($000) $6,373 Shares 22,351 Est. Cost $285.13 Unrealized
Dividend & Income Fund 2.6%
Value ($000) $6,355 Shares 472,167 Est. Cost $11.72 Unrealized
Royce Value Trust 2.4%
Value ($000) $5,877 Shares 397,907 Est. Cost $14.28 Unrealized
IWM iShares Russell 2000 Index 2.3%
Value ($000) $5,698 Shares 35,191 Est. Cost $138.05 Unrealized
SCHA Schwab U.S. Small-Cap 2.0%
Value ($000) $4,978 Shares 65,810 Est. Cost $68.34 Unrealized
IVV iShares S&P 500 Index Fund 1.4%
Value ($000) $3,473 Shares 10,744 Est. Cost $240.78 Unrealized
SCHV Schwab U.S. Large-Cap Value 1.3%
Value ($000) $3,213 Shares 53,438 Est. Cost $47.44 Unrealized
Special Opptys Fund 1.3%
Value ($000) $3,139 Shares 213,080 Est. Cost $15.90 Unrealized
SCHM Schwab U.S. Mid-Cap 1.2%
Value ($000) $3,044 Shares 50,613 Est. Cost $45.54 Unrealized
VTI Vanguard Total Stock Mkt 0.9%
Value ($000) $2,343 Shares 14,319 Est. Cost $110.40 Unrealized
Special Opp 3.5prcnt Pfd Conv 0.8%
Value ($000) $2,066 Shares 80,814 Est. Cost $25.82 Unrealized
Aberdeen Total Dynamic Dividend 0.8%
Value ($000) $1,979 Shares 221,102 Est. Cost $7.79 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.7%
Value ($000) $1,741 Shares 18,733 Est. Cost $55.89 Unrealized
Vanguard S&P 500 ETF 0.7%
Value ($000) $1,645 Shares 5,562 Est. Cost $213.80 Unrealized
Invesco QQQ Trust 0.6%
Value ($000) $1,580 Shares 7,431 Est. Cost $88.43 Unrealized
Aberdeen Standard Phys SwissGold Shr ETF 0.5%
Value ($000) $1,296 Shares 88,620 Est. Cost $25.64 Unrealized
AllianzGI NFJ Divid Int 0.5%
Value ($000) $1,272 Shares 97,812 Est. Cost $12.13 Unrealized
SCHD Sch US Div Equity Etf 0.5%
Value ($000) $1,209 Shares 20,880 Est. Cost $41.85 Unrealized
Gabelli Div And Inc Tr 0.5%
Value ($000) $1,193 Shares 54,337 Est. Cost $21.96 Unrealized
Gabelli Global Small and Mid Cap Value Trust 0.4%
Value ($000) $1,096 Shares 92,560 Est. Cost $11.54 Unrealized
SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,070 Shares 230 Est. Cost Unrealized
Central Securities Corp 0.4%
Value ($000) $1,070 Shares 32,338 Est. Cost $26.53 Unrealized
SCHE Schwab Emerging Markets Equity 0.4%
Value ($000) $1,001 Shares 36,579 Est. Cost $24.52 Unrealized
IWF iShares Russell 1000 Growth 0.4%
Value ($000) $954 Shares 5,422 Est. Cost $95.76 Unrealized
Gabelli Healthcare TRUST 0.3%
Value ($000) $787 Shares 68,290 Est. Cost $10.40 Unrealized
SCHF Schwab International Equity 0.3%
Value ($000) $757 Shares 22,501 Est. Cost $32.41 Unrealized
Swiss Helvetia Fund 0.3%
Value ($000) $668 Shares 79,416 Est. Cost $8.38 Unrealized
Voya Glb Eqty Div & Prem Opps 0.3%
Value ($000) $648 Shares 104,725 Est. Cost $6.07 Unrealized
Boulder Growth & Income 0.3%
Value ($000) $638 Shares 54,073 Est. Cost $10.01 Unrealized
KRE SPDR S&P Regional Bking 0.3%
Value ($000) $631 Shares 10,825 Est. Cost $39.52 Unrealized
IVW iShares S&P 500 Growth 0.2%
Value ($000) $606 Shares 5,948 Est. Cost $97.95 Unrealized
Royce Micro-Cap TRUST 0.2%
Value ($000) $588 Shares 68,845 Est. Cost $8.42 Unrealized
OEF iShares S&P 100 Index Fund 0.2%
Value ($000) $570 Shares 3,955 Est. Cost $77.49 Unrealized
Royce Global Value Tr 0.2%
Value ($000) $554 Shares 47,366 Est. Cost $8.95 Unrealized
MS India Investment Fund 0.2%
Value ($000) $550 Shares 27,628 Est. Cost $26.03 Unrealized
SPDR Gold Shares 0.2%
Value ($000) $491 Shares 3,434 Est. Cost $122.11 Unrealized
Templeton Emrgng Mkt Fd 0.2%
Value ($000) $476 Shares 30,560 Est. Cost $13.43 Unrealized
American Intl Group Inc 0.2%
Value ($000) $473 Shares 9,210 Est. Cost $64.84 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $423 Shares 3,100 Est. Cost $112.46 Unrealized
SPEU SPDR Portfolio Europe ETF 0.2%
Value ($000) $423 Shares 11,609 Est. Cost $35.92 Unrealized
MMM 3m Company 0.2%
Value ($000) $415 Shares 2,350 Est. Cost $115.81 Unrealized -3.5%
Herzfeld Caribbn Basn Fd 0.2%
Value ($000) $397 Shares 59,929 Est. Cost $7.08 Unrealized
HON Honeywell International 0.2%
Value ($000) $391 Shares 2,210 Est. Cost $105.72 Unrealized +36.1%
SCHC Schwab International Small-Cap Equity 0.2%
Value ($000) $389 Shares 11,213 Est. Cost $32.66 Unrealized
Clough Global Opportunities 0.1%
Value ($000) $359 Shares 38,065 Est. Cost $9.43 Unrealized
Lazard Glbl Total Retrun 0.1%
Value ($000) $346 Shares 20,904 Est. Cost $16.54 Unrealized
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1%
Value ($000) $321 Shares 6,615 Est. Cost $39.39 Unrealized
XJEQX Aberdeen Japan Equity Fund Common 0.1%
Value ($000) $317 Shares 40,745 Est. Cost $8.26 Unrealized
Liberty All-Star Gr Fund 0.1%
Value ($000) $278 Shares 42,736 Est. Cost $4.47 Unrealized
DON WisdomTree MidCap Dividend 0.1%
Value ($000) $262 Shares 6,900 Est. Cost $49.63 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $243 Shares 2,382 Est. Cost $53.16 Unrealized
XLF Sector Spdr Fincl Select 0.1%
Value ($000) $237 Shares 7,700 Est. Cost $28.85 Unrealized
European Equity Fund 0.1%
Value ($000) $227 Shares 24,219 Est. Cost $8.59 Unrealized
Blackrock Global Opptys 0.1%
Value ($000) $215 Shares 19,542 Est. Cost $10.41 Unrealized
Royce Focus TRUST Inc 0.1%
Value ($000) $212 Shares 28,849 Est. Cost $7.48 Unrealized
CCIF Vertical Capital Income 0.1%
Value ($000) $212 Shares 20,375 Est. Cost $10.59 Unrealized
XLI Sector Spdr Indl Select 0.1%
Value ($000) $206 Shares 2,532 Est. Cost $55.69 Unrealized
VTWO Vanguard Russell 2000 0.1%
Value ($000) $200 Shares 1,505 Est. Cost $124.88 Unrealized
Invesco Buyback Achievers 0.1%
Value ($000) $196 Shares 2,843 Est. Cost $49.10 Unrealized
SCHK Schwab 1000 Index ETF 0.1%
Value ($000) $193 Shares 6,121 Est. Cost $26.77 Unrealized
TDIV First Trust NASDAQ Technology Dividend 0.1%
Value ($000) $186 Shares 4,307 Est. Cost $27.02 Unrealized
EEM iShares MSCI Emrg Mkt ETF 0.1%
Value ($000) $175 Shares 3,890 Est. Cost $40.53 Unrealized
XLK Sector Spdr Tech Select 0.1%
Value ($000) $156 Shares 1,702 Est. Cost $35.94 Unrealized
DWX SPDR S&P International Dividend 0.1%
Value ($000) $143 Shares 3,569 Est. Cost $41.91 Unrealized
iShares Gold Trust 0.1%
Value ($000) $133 Shares 9,199 Est. Cost $11.31 Unrealized
Aberdeen Global Dynamic Dividend 0.1%
Value ($000) $132 Shares 12,722 Est. Cost $10.11 Unrealized
NXDT NexPoint Credit Strategies Fund 0.1%
Value ($000) $130 Shares 7,361 Est. Cost $20.00 Unrealized
BrandywineGLOBAL - Global Income Opportunities Fun 0.1%
Value ($000) $129 Shares 10,234 Est. Cost $12.20 Unrealized
SOXX Ishares Semiconductor Index 0.1%
Value ($000) $126 Shares 503 Est. Cost $92.00 Unrealized
Asa Gold & Precs Mtls 0.0%
Value ($000) $116 Shares 8,525 Est. Cost $12.26 Unrealized
BlackRock Resources & Commdty 0.0%
Value ($000) $115 Shares 14,226 Est. Cost $8.55 Unrealized
Aberdeen Standard Phys Silver Shrs ETF 0.0%
Value ($000) $114 Shares 6,567 Est. Cost $16.53 Unrealized
TIP iShares Barclays TIPS Bond Fund 0.0%
Value ($000) $114 Shares 975 Est. Cost $112.49 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $113 Shares 908 Est. Cost $73.70 Unrealized
WTPI WisdomTree CBOE S&P 500 PutWrite 0.0%
Value ($000) $110 Shares 3,867 Est. Cost $27.62 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $97 Shares 5,822 Est. Cost $16.99 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $97 Shares 1,545 Est. Cost $44.64 Unrealized
Invesco S&P 500 Low Volatility 0.0%
Value ($000) $95 Shares 1,631 Est. Cost $38.98 Unrealized
EWZ Ishares Msci Brazil Indx 0.0%
Value ($000) $94 Shares 1,989 Est. Cost $47.30 Unrealized
CEW WisdomTree Emerging Currency ETF 0.0%
Value ($000) $93 Shares 4,999 Est. Cost $19.89 Unrealized
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $92 Shares 1,517 Est. Cost $50.15 Unrealized
XLB Sector SPDR Materials 0.0%
Value ($000) $86 Shares 1,400 Est. Cost $49.62 Unrealized
Templeton Dragon Fund 0.0%
Value ($000) $80 Shares 4,132 Est. Cost $20.15 Unrealized
FNDA Schwab Fundamental US Small Company 0.0%
Value ($000) $78 Shares 1,930 Est. Cost $34.27 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $71 Shares 1,536 Est. Cost $38.24 Unrealized
MDY SPDR S&P MidCap 400 0.0%
Value ($000) $66 Shares 175 Est. Cost $377.14 Unrealized
Madison/Claymore Covered Call & Eq Strtg 0.0%
Value ($000) $62 Shares 9,304 Est. Cost $6.55 Unrealized
Ing Prime Rate TRUST 0.0%
Value ($000) $60 Shares 12,034 Est. Cost $5.02 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $59 Shares 400 Est. Cost $84.63 Unrealized
EDIV SPDR S&P Emerging Markets Dividend 0.0%
Value ($000) $59 Shares 1,829 Est. Cost $27.92 Unrealized
SCHO Schwab Short-Term U.S. Treasury ETF 0.0%
Value ($000) $58 Shares 1,149 Est. Cost $50.41 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $55 Shares 3,218 Est. Cost $34.59 Unrealized
QQQE Direxion Shares Etf 0.0%
Value ($000) $54 Shares 983 Est. Cost $47.02 Unrealized
Tekla Healthcare Investors 0.0%
Value ($000) $54 Shares 2,600 Est. Cost $20.24 Unrealized
SCHP Schwab U.S. TIPS ETF 0.0%
Value ($000) $54 Shares 959 Est. Cost $54.35 Unrealized
Nuveen Real Asset Income 0.0%
Value ($000) $52 Shares 2,832 Est. Cost $17.96 Unrealized
New Ireland Fund Inc 0.0%
Value ($000) $52 Shares 5,254 Est. Cost $12.80 Unrealized
Ishares Msci Jpn Idx Fd 0.0%
Value ($000) $52 Shares 874 Est. Cost $11.99 Unrealized
FEZ SPDR DJ Euro STOXX 50 ETF 0.0%
Value ($000) $51 Shares 1,262 Est. Cost $35.54 Unrealized
IBUY Amplify Online Retail 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $36.36 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $49 Shares 250 Est. Cost $148.68 Unrealized
ISHARES TR 0.0%
Value ($000) $48 Shares 21 Est. Cost Unrealized
Aberdeen Emerg MKT Equity Inc 0.0%
Value ($000) $48 Shares 6,363 Est. Cost $6.93 Unrealized
DXJ Wisdomtree Jpn Hdgd Eqty 0.0%
Value ($000) $48 Shares 900 Est. Cost $51.27 Unrealized
Loncar Cancer Immunotherapy ETF 0.0%
Value ($000) $46 Shares 1,944 Est. Cost $24.52 Unrealized
Petroleum & Resources Cp 0.0%
Value ($000) $46 Shares 2,785 Est. Cost $18.37 Unrealized
Voya Global Adv & Premium Opp 0.0%
Value ($000) $44 Shares 4,165 Est. Cost $10.56 Unrealized
Direxion All Cap Insider Sentiment ETF 0.0%
Value ($000) $40 Shares 1,004 Est. Cost $43.77 Unrealized
Gabelli Go Anywhere Cf 0.0%
Value ($000) $40 Shares 2,609 Est. Cost $15.33 Unrealized
TBF Proshares Short 20 Year Treasury 0.0%
Value ($000) $39 Shares 1,993 Est. Cost $29.81 Unrealized
VanEck Vectors Agribusiness ETF 0.0%
Value ($000) $36 Shares 520 Est. Cost $51.19 Unrealized
Invesco India ETF 0.0%
Value ($000) $35 Shares 1,751 Est. Cost $21.58 Unrealized
ILF Ishares S&P Latin America 0.0%
Value ($000) $35 Shares 1,030 Est. Cost $35.78 Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $33 Shares 800 Est. Cost $27.75 Unrealized
Highland Global Allocation Fund 0.0%
Value ($000) $33 Shares 3,549 Est. Cost $9.30 Unrealized
Gabelli Global Deal Fund 0.0%
Value ($000) $32 Shares 3,400 Est. Cost $9.39 Unrealized
Invesco China Technology ETF 0.0%
Value ($000) $31 Shares 590 Est. Cost $46.13 Unrealized
Proshares Inverse S&P 500 0.0%
Value ($000) $30 Shares 1,252 Est. Cost $24.96 Unrealized
ACWI iShares MSCI ACWI Index 0.0%
Value ($000) $29 Shares 370 Est. Cost $57.84 Unrealized
IWS Ishares Russell Midcap Value Index 0.0%
Value ($000) $28 Shares 300 Est. Cost $66.67 Unrealized
RMR Real Estate Income Fund 0.0%
Value ($000) $28 Shares 1,385 Est. Cost $19.26 Unrealized
Invesco S&P500 Eq Weight Technology 0.0%
Value ($000) $27 Shares 134 Est. Cost $171.46 Unrealized
Sprott Physical Gold & Silver 0.0%
Value ($000) $25 Shares 1,700 Est. Cost $13.64 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $24 Shares 975 Est. Cost $20.31 Unrealized
VGK Vanguard European 0.0%
Value ($000) $23 Shares 400 Est. Cost $53.96 Unrealized
EQS Equus II Inc 0.0%
Value ($000) $23 Shares 12,488 Est. Cost $2.10 Unrealized -24.3%
Blackrock Intl Growth Tr 0.0%
Value ($000) $22 Shares 3,717 Est. Cost $5.41 Unrealized
FNDC Schwab Fundamental Intl Sm Co ETF 0.0%
Value ($000) $22 Shares 675 Est. Cost $32.41 Unrealized
SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $22 Shares 14 Est. Cost Unrealized
BLOK Amplify Transformational Data Shrg ETF 0.0%
Value ($000) $21 Shares 1,100 Est. Cost $19.92 Unrealized
Gyrodyne Company of America 0.0%
Value ($000) $18 Shares 963 Est. Cost $17.82 Unrealized
PRNT 3d Printing Etf 0.0%
Value ($000) $16 Shares 700 Est. Cost $25.56 Unrealized
Putnam High Incm Bond Fd 0.0%
Value ($000) $15 Shares 1,670 Est. Cost $8.18 Unrealized
India Fund Inc 0.0%
Value ($000) $15 Shares 760 Est. Cost $23.99 Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $14 Shares 500 Est. Cost $38.00 Unrealized
Delaware Enhanced Gbl Div & Inc 0.0%
Value ($000) $14 Shares 1,393 Est. Cost $10.00 Unrealized
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $14 Shares 200 Est. Cost $57.91 Unrealized
DTD Wisdomtree Total Dividnd 0.0%
Value ($000) $13 Shares 125 Est. Cost $69.81 Unrealized
Reality Shares Nasdaq NexGen Economy ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $23.20 Unrealized
PIMCO Dynamic Credit Income 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
Source Capital Inc 0.0%
Value ($000) $12 Shares 300 Est. Cost $40.00 Unrealized
ONLN ProShares Online Retail ETF 0.0%
Value ($000) $10 Shares 285 Est. Cost $38.97 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $10 Shares 82 Est. Cost $60.98 Unrealized
XLRE Real Estate Select Sctr 0.0%
Value ($000) $10 Shares 262 Est. Cost $38.17 Unrealized
Van Kampen Advantage II 0.0%
Value ($000) $10 Shares 910 Est. Cost $10.99 Unrealized
ACWX iShares MSCI ACWI Ex-US 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
Mexico Equity & Income Common 0.0%
Value ($000) $10 Shares 900 Est. Cost $11.52 Unrealized
Invesco Spin-Off ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.00 Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.00 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $9 Shares 300 Est. Cost $36.83 Unrealized -23.0%
BOTZ Global X Robotics & Artfcl Intllgnc ETF 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
H&Q Life Sciences Invtrs 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
ETFS Physical Precious Metals Basket 0.0%
Value ($000) $9 Shares 123 Est. Cost $52.00 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $9 Shares 200 Est. Cost $41.98 Unrealized
BJK Vaneck Vectors Gaming 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.0%
Value ($000) $8 Shares 143 Est. Cost $55.94 Unrealized
Etfs Phys Platinum Etf 0.0%
Value ($000) $8 Shares 90 Est. Cost $134.57 Unrealized
Invesco S&P MidCap 400 Pure Gr ETF 0.0%
Value ($000) $8 Shares 55 Est. Cost $120.00 Unrealized
PHYS Sprott Phys Gld Tr Etn 0.0%
Value ($000) $7 Shares 614 Est. Cost $9.83 Unrealized
Credit Suisse Silver Shares Covered Call ETN 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $11.18 Unrealized
RENN Global Entrepreneurs Fund 0.0%
Value ($000) $7 Shares 4,567 Est. Cost $1.53 Unrealized
SLYV Spdr S&P 600 Small Cap 0.0%
Value ($000) $6 Shares 95 Est. Cost $62.50 Unrealized
PSLV Sprott Physical Silver Trust 0.0%
Value ($000) $5 Shares 736 Est. Cost $7.89 Unrealized
EWX SPDR S&P Emerging Markets Small Cap 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.78 Unrealized
ETFS Physical Palladium Shares 0.0%
Value ($000) $5 Shares 26 Est. Cost $73.27 Unrealized
Foxby Corp 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $2.08 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $5 Shares 150 Est. Cost $56.88 Unrealized
IGE Ishares Tr Goldman Sachs Natural Resources 0.0%
Value ($000) $4 Shares 132 Est. Cost $49.88 Unrealized
AIQ Global X Future Analytics Tech ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.00 Unrealized
VanEck Vectors Vietnam ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $19.45 Unrealized
Claymore/BNY Mellon Frontier Markets 0.0%
Value ($000) $4 Shares 261 Est. Cost $16.42 Unrealized
PJAN Innovator S&P 500 Power Buffer ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Invesco S&P Intl Dev Low Volatility 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.21 Unrealized
GSG iShares S&P GSCI Commodity-Indexed 0.0%
Value ($000) $3 Shares 186 Est. Cost $32.26 Unrealized
MNA IQ Merger Arbitrage ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
BATT Amplify Advcd Btty Mtls and Matrls ETF 0.0%
Value ($000) $3 Shares 300 Est. Cost $16.67 Unrealized
Powershares SP SmallCap 600 Pure Grwth 0.0%
Value ($000) $3 Shares 26 Est. Cost $140.88 Unrealized
Japan Smaller Cap Fund 0.0%
Value ($000) $2 Shares 215 Est. Cost $10.50 Unrealized
John Hancock Tax Adv Cf 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
Exone Company 0.0%
Value ($000) $2 Shares 250 Est. Cost $20.00 Unrealized
SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $1 Shares 1 Est. Cost Unrealized