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Overlay Shares Large Cap Equity Etf etf shares owned by Waterloo Capital

Quarter-by-quarter ownership of Overlay Shares Large Cap Equity Etf etf (OVL) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Overlay Shares Large Cap Equity Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Overlay Shares Large Cap Equity Etf etf held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Overlay Shares Large Cap Equity Etf etf by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $438k 13k 33.96
2023-06-30 $455k 13k 35.89
2023-03-31 $420k 13k 32.95

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 Overlay Shares Large Cap Equity Etf etf

Country Trust Bank
Envestnet Asset Management
Raymond James & Associates
Lakeview Capital Partners
Legacy Private Trust
Royal Bank of Canada
Jpmorgan Chase & Co
Janney Montgomery Scott
Gts Securities
Smartleaf Asset Management
Private Advisor
Nbc Securities
Johnson & White Wealth Management
Jane Street
Creative Planning

View all funds holding Overlay Shares Large Cap Equity Etf etf