Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Waterloo Capital »

Spdr Ser Tr msci usa qual shares owned by Waterloo Capital

Quarter-by-quarter ownership of Spdr Ser Tr msci usa qual (QUS) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Spdr Ser Tr msci usa qual

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr msci usa qual held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr msci usa qual by Waterloo Capital

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$542k	3.7k	145.63
2020-03-31	$491k	6.4k	76.42

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 Spdr Ser Tr msci usa qual

Tolleson Wealth Management

SFMG Wealth Advisors

Envestnet Asset Management

Private Advisor

Mount Yale Investment Advisors

Sage Mountain Advisors

Bank of America Corporation

Perennial Investment Advisors

Garrett Wealth Advisory Group

Ameriprise Financial

Great Point Wealth Advisors

View all funds holding Spdr Ser Tr msci usa qual

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z