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Name Net new
positions
New positions Closed positions Return since
31 Dec ‘16
SBI
2026
Western Asset Intermediate Muni Fund
SBI
$107M
6 9 3 19.9%
ATLO icon
2027
AMES National
ATLO
$271M
6 7 1 7.33%
DFP
2028
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$424M
6 9 3 13.2%
EWO icon
2029
iShares MSCI Austria ETF
EWO
$172M
6 11 5 148%
IWX icon
2030
iShares Russell Top 200 Value ETF
IWX
$3.92B
6 7 1 131%
WKHS icon
2031
Workhorse Group
WKHS
$33.4M
6 9 3 100%
FVC icon
2032
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$103M
6 9 3 83.7%
SB icon
2033
Safe Bulkers
SB
$772M
6 10 4 559%
VUZI icon
2034
Vuzix
VUZI
$178M
6 12 6 68.5%
IGA
2035
Voya Global Advantage and Premium Opportunity Fund
IGA
$155M
6 7 1 3.05%
RSPN icon
2036
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
6 14 8 215%
IHD
2037
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$126M
6 8 2 4.56%
XTL icon
2038
State Street SPDR S&P Telecom ETF
XTL
$543M
6 13 7 187%
CFO icon
2039
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$417M
6 7 1 101%
FBND icon
2040
Fidelity Total Bond ETF
FBND
$27.1B
6 10 4 9.68%
FLL icon
2041
Full House Resorts
FLL
$83.4M
6 8 2 4.17%
ETO
2042
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$489M
6 9 3 43.4%
OPPJ
2043
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$271M
6 16 10 205%
VTWV icon
2044
Vanguard Russell 2000 Value ETF
VTWV
$1.29B
6 8 2 89.5%
PXJ icon
2045
Invesco Oil & Gas Services ETF
PXJ
$63.3M
6 10 4 36.1%
CDNA icon
2046
CareDx
CDNA
$1.83B
6 7 1 1,211%
PFO
2047
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$118M
6 6 0 18.9%
PSCE icon
2048
Invesco S&P SmallCap Energy ETF
PSCE
$94M
6 11 5 47.7%
PKBK icon
2049
Parke Bancorp
PKBK
$397M
6 7 1 124%
EQAL icon
2050
Invesco Russell 1000 Equal Weight ETF
EQAL
$816M
6 11 5 121%