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Listed Fd Tr shares owned by Waterloo Capital

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $374k 12k 30.44
2023-06-30 $3.8M 124k 30.57
2023-03-31 $3.8M 125k 30.84

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

Top funds holding Listed Fd Tr

Jpmorgan Chase & Co
LPL Financial
Rockefeller Capital Management
One Charles Private Wealth Services
Wells Fargo & Company
Engrave Wealth Partners
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada
UBS Group
Lowe fs
Bank of New York Mellon
Green Square Capital
Cullen Frost Bankers
Moors & Cabot

View all funds holding Listed Fd Tr