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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘20
WLKP icon
3001
Westlake Chemical Partners
WLKP
$763M
1 9 8 14.3%
XYLD icon
3002
Global X S&P 500 Covered Call ETF
XYLD
$3.24B
1 10 9 3.08%
AQMS icon
3003
Aqua Metals
AQMS
$8.99M
1 8 7 99.1%
SAR icon
3004
Saratoga Investment
SAR
$312M
1 11 10 20.9%
RSPM icon
3005
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$183M
1 6 5 90.9%
FLQL icon
3006
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.05B
1 5 4 140%
NBH
3007
Neuberger Municipal Fund Inc
NBH
$301M
1 5 4 26.7%
PKB icon
3008
Invesco Building & Construction ETF
PKB
$430M
1 9 8 230%
BSL
3009
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$169M
1 6 5 0.7%
MHF
3010
Western Asset Municipal High Income Fund
MHF
$151M
1 5 4 4.63%
STK
3011
Columbia Seligman Premium Technology Growth Fund
STK
$867M
1 6 5 123%
GAL icon
3012
State Street Global Allocation ETF
GAL
$304M
1 7 6 42.8%
FDBC icon
3013
Fidelity D&D Bancorp
FDBC
$306M
1 4 3 9.38%
NIM icon
3014
Nuveen Select Maturities Municipal Fund
NIM
$114M
1 4 3 10.5%
STRS icon
3015
Stratus Properties
STRS
$156M
1 3 2 1.06%
CAAP icon
3016
Corporacion America
CAAP
$4.21B
1 8 7 1,082%
NUEM icon
3017
Nuveen ESG Emerging Markets Equity ETF
NUEM
$368M
1 5 4 60.3%
DXLG icon
3018
Destination XL Group
DXLG
$31.2M
1 6 5 13.3%
MPV
3019
Barings Participation Investors
MPV
$175M
1 3 2 27.5%
OVBC icon
3020
Ohio Valley Banc Corp
OVBC
$198M
1 4 3 86.5%
CVU icon
3021
CPI Aerostructures
CVU
$66.2M
1 6 5 52.3%
COWZ icon
3022
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
1 4 3 150%
BLES icon
3023
Inspire Global Hope ETF
BLES
$160M
1 6 5 85.4%
PRTH icon
3024
Priority Technology Holdings
PRTH
$535M
1 3 2 151%
ISMD icon
3025
Inspire Small/Mid Cap Impact ETF
ISMD
$332M
1 6 5 116%