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Aptus Defined Risk Etf exchange traded funds shares owned by Waterloo Capital

Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Aptus Defined Risk Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Aptus Defined Risk Etf exchange traded funds held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aptus Defined Risk Etf exchange traded funds by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 521k 26.66
2023-09-30 $11M 487k 23.31
2023-06-30 $14M 564k 24.86
2023-03-31 $15M 577k 25.97
2020-03-31 $14M 496k 28.08

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)

View all positions for Waterloo Capital

Top funds holding Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors
Sugarloaf Wealth Management
Second Line Capital
Raymond James Financial Services Advisors
Envestnet Asset Management
Brogan Financial
Compass Ion Advisors
Integrated Wealth Concepts
Waterloo Capital
First Heartland Consultants
Spotlight Asset Group
Silver Oak Securities
Park Place Capital Corp
Captrust Financial Advisors
One + One Wealth Management

View all funds holding Aptus Defined Risk Etf exchange traded funds