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Waterloo Capital

Latest statistics and disclosures from Waterloo Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, ACIO, AOA, BSV, DRSK, and represent 21.88% of Waterloo Capital's stock portfolio.
Added to shares of these 10 stocks: DUBS (+$7.8M), IDUB (+$6.3M), VEA (+$5.1M), FLOT, USIG, SPHY, QUAL, XLE, CGDV, DXJ.
Started 42 new stock positions in FXH, ADP, BKLN, FTXO, TOTL, BKAG, SHY, HYLS, PDBC, RY.
Reduced shares in these 10 stocks: AGG (-$11M), BIL (-$5.1M), AOA, IGRO, INFL, EFA, BSV, OSCV, XLI, DRSK.
Sold out of its positions in BTAL, ABT, AMD, COR, AME, AMAT, BRO, BLDR, CHD, CSGP.
Waterloo Capital was a net buyer of stock by $12M.
Waterloo Capital has $341M in assets under management (AUM), dropping by 0.58%.
Central Index Key (CIK): 0001730942

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Portfolio Holdings for Waterloo Capital

Waterloo Capital holds 181 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares S&p 500 Index Core S&p500 Etf (IVV)	5.4	$18M	+7%	43k	429.43	View chart
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)	4.9	$17M	+14%	553k	30.43	View chart
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)	4.3	$15M	-24%	232k	63.49	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	3.9	$13M	-18%	178k	75.17	View chart
Aptus Defined Risk Etf Aptus Defined (DRSK)	3.3	$11M	-13%	487k	23.31	View chart
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)	3.2	$11M	+131%	578k	19.13	View chart
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)	2.8	$9.4M	-9%	389k	24.22	View chart
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	2.8	$9.4M	+7%	159k	59.28	View chart
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)	2.6	$8.8M	-36%	96k	91.82	View chart
Apple (AAPL)	2.4	$8.3M		48k	171.21	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	2.4	$8.3M	+157%	189k	43.72	View chart
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)	2.4	$8.2M	-23%	272k	30.33	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	2.4	$8.0M	+15%	55k	147.41	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	2.3	$8.0M	+7%	20k	392.71	View chart
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)	2.3	$7.8M	NEW	317k	24.66	View chart
Aptus Drawdown Managed Equity Etf Aptus Drawdown (ADME)	2.3	$7.7M	-15%	219k	35.05	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	2.0	$6.8M	+4%	45k	151.82	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	1.8	$6.1M	+13%	43k	141.69	View chart
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)	1.7	$5.7M	-64%	61k	94.04	View chart
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)	1.5	$5.1M	+23%	102k	50.26	View chart
Microsoft Corporation (MSFT)	1.4	$4.8M	+11%	15k	315.75	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Acces Treasury (GBIL)	1.4	$4.8M	+29%	48k	100.11	View chart
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	1.3	$4.6M	+160%	35k	131.79	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	1.2	$4.1M	+87%	105k	39.21	View chart
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)	1.1	$3.8M	+879%	75k	50.89	View chart
Pepsi (PEP)	1.1	$3.8M		22k	169.44	View chart
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX)	1.0	$3.4M		68k	50.60	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Usd Inv Grde Etf (USIG)	0.9	$3.0M	NEW	62k	48.07	View chart
Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY)	0.9	$3.0M	NEW	132k	22.42	View chart
Energy Select Sector Spdr Energy (XLE)	0.8	$2.9M	+961%	32k	90.39	View chart
Wisdomtree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)	0.7	$2.5M	+666%	28k	88.25	View chart
Capital Group Dividend Value Etf Shs Creation Uni (CGDV)	0.7	$2.5M	NEW	94k	26.47	View chart
Pimco Enhanced Short Maturity Active Etf Enhan Shrt Ma Ac (MINT)	0.7	$2.4M	+251%	24k	100.14	View chart
Communication Services Select Sector Spdr Fund Communication (XLC)	0.7	$2.4M	+211%	37k	65.57	View chart
Powershares Sp500 Low Volatility Etf S&p500 Low Vol (SPLV)	0.7	$2.4M	-14%	41k	58.79	View chart
Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.7	$2.4M	-9%	5.7k	427.46	View chart
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)	0.7	$2.4M	+6%	9.5k	249.34	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.7	$2.3M	+12%	17k	130.86	View chart
Ishares Msci India Etf Msci India Etf (INDA)	0.6	$2.2M	+828%	50k	44.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$2.1M	-14%	19k	107.14	View chart
Fs Kkr Capital Corp (FSK)	0.6	$1.9M	-2%	96k	19.69	View chart
Schwab Etfs- Us Small-cap Etf Us Sml Cap Etf (SCHA)	0.6	$1.9M	+9%	45k	41.42	View chart
Bny Mellon Core Bond Etf Core Bond Etf (BKAG)	0.5	$1.8M	NEW	45k	40.30	View chart
Visa Com Cl A (V)	0.5	$1.6M	+3%	7.2k	230.02	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.6M	+10%	11k	145.02	View chart
Amazon (AMZN)	0.5	$1.6M	-10%	12k	127.12	View chart
Broadcom (AVGO)	0.4	$1.5M	+7%	1.8k	830.60	View chart
Invesco Senior Loan Etf Sr Ln Etf (BKLN)	0.4	$1.5M	NEW	72k	20.99	View chart
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)	0.4	$1.5M	NEW	54k	27.53	View chart
Vanguard Emerging Markets Government Bond Etf Em Mk Gov Bd Etf (VWOB)	0.4	$1.5M	NEW	25k	59.16	View chart
Adobe Systems Incorporated (ADBE)	0.4	$1.4M	+4%	2.8k	509.90	View chart
UnitedHealth (UNH)	0.4	$1.4M	+12%	2.8k	504.21	View chart
Pioneer Natural Resources (PXD)	0.4	$1.4M	+16%	6.1k	229.56	View chart
First Trust Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)	0.4	$1.3M	NEW	29k	47.24	View chart
Progressive Corporation (PGR)	0.4	$1.3M	+34%	9.4k	139.30	View chart
Broadridge Financial Solutions (BR)	0.4	$1.3M	+4%	7.2k	179.06	View chart
Tesla Motors (TSLA)	0.4	$1.3M	+88%	5.0k	250.22	View chart
Technology Select Sector Spdr Fund Technology (XLK)	0.4	$1.3M	+10%	7.6k	163.93	View chart
First Trust Large Cap Value Alphadex Fund Com Shs (FTA)	0.4	$1.2M	NEW	19k	64.78	View chart
Roper Industries (ROP)	0.4	$1.2M	+6%	2.5k	484.33	View chart
Copart (CPRT)	0.3	$1.2M	+61%	28k	43.09	View chart
Wal-Mart Stores (WMT)	0.3	$1.2M	NEW	7.4k	159.93	View chart
Chemed Corp Com Stk (CHE)	0.3	$1.2M	+18%	2.2k	519.67	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	-5%	2.7k	435.04	View chart
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)	0.3	$1.1M	+159%	22k	50.18	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.3	$1.0M	+20%	19k	53.56	View chart
First Trust Developed Markets Ex-us Alphadex Fund Dev Mrk Ex Us (FDT)	0.3	$970k	NEW	19k	50.24	View chart
Powershares Qqq Tr Unit Ser 1 (QQQ)	0.3	$939k	+7%	2.6k	358.27	View chart
Ishares Treasury Floating Rate Bond Etf TRS FLT RT BD (TFLO)	0.3	$929k	-22%	18k	50.74	View chart
American Tower Reit (AMT)	0.3	$852k	+34%	5.2k	164.45	View chart
First Trust Limited Duration Investment Grade Corporate Etf Limited Duration (FSIG)	0.2	$844k	NEW	46k	18.39	View chart
First Trust Large Cap Growth Alphadex Fund Com Shs (FTC)	0.2	$842k	NEW	8.7k	96.76	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.2	$831k	+75%	2.4k	350.30	View chart
Spdr Doubleline Total Return Tactical Etf Spdr Tr Tactic (TOTL)	0.2	$816k	NEW	21k	38.65	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	0.2	$814k	-2%	11k	72.72	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Ibonds Dec24 Etf (IBDP)	0.2	$777k	+93%	31k	24.73	View chart
Schwab Etfs- Us Broad Market Etf Us Brd Mkt Etf (SCHB)	0.2	$764k	-18%	15k	49.85	View chart
Health Care Select Sector Spdr Fund Sbi Healthcare (XLV)	0.2	$756k	+5%	5.9k	128.74	View chart
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)	0.2	$754k	-47%	8.2k	91.59	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.2	$738k	+3%	3.9k	189.07	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)	0.2	$716k	-68%	16k	45.84	View chart
Exxon Mobil Corporation (XOM)	0.2	$708k	+51%	6.0k	117.57	View chart
Meta Platforms Inc Cl A Cl A (META)	0.2	$697k	-14%	2.3k	300.21	View chart
Ishares International Dividend Growth Etf Intl Div Grwth (IGRO)	0.2	$688k	-84%	12k	59.31	View chart
Ishares U.s. Treasury Bond Etf Us Treas Bd Etf (GOVT)	0.2	$663k	+56%	30k	22.04	View chart
Ishares Core Growth Allocation Etf Grwt Allocat Etf (AOR)	0.2	$650k	+31%	13k	49.41	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.2	$648k	+37%	4.9k	131.85	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.2	$648k	+22%	3.1k	208.23	View chart
Ishares Tips Bond Etf Tips Bd Etf (TIP)	0.2	$631k	+23%	6.1k	103.72	View chart
First Trust Mid Cap Core Alphadex Fund Com Shs (FNX)	0.2	$606k	NEW	6.6k	92.10	View chart
Ishares U.s. Healthcare Etf Us Hlthcare Etf (IYH)	0.2	$598k		2.2k	270.11	View chart
Procter & Gamble Company (PG)	0.2	$597k	+6%	4.1k	145.86	View chart
First Trust Capital Strength Etf Cap Strength Etf (FTCS)	0.2	$585k	NEW	8.0k	73.63	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.2	$571k	NEW	15k	37.39	View chart
Chevron Corporation (CVX)	0.2	$556k	+76%	3.3k	168.64	View chart
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)	0.2	$546k	-62%	12k	45.95	View chart
Spdr Gold Etf Gold Shs (GLD)	0.2	$517k	+64%	3.0k	171.45	View chart
First Trust Enhanced Short Maturity Etf First Tr Enh New (FTSM)	0.2	$514k	NEW	8.7k	59.42	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.1	$496k	+80%	2.3k	212.39	View chart
Financial Select Sector Spdr Fund Financial (XLF)	0.1	$493k	+15%	15k	33.17	View chart
Ishares 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY)	0.1	$491k	NEW	6.1k	80.97	View chart
First Trust Tactical High Yield Etf First Tr Ta Hiyl (HYLS)	0.1	$489k	NEW	13k	39.23	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Bloomberg 3-12 M (BILS)	0.1	$476k	+123%	4.8k	99.43	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.1	$471k	+7%	7.3k	64.35	View chart
ConocoPhillips (COP)	0.1	$470k	+44%	3.9k	119.79	View chart
First Trust Health Care Alphadex Fund Hlth Care Alph (FXH)	0.1	$451k	NEW	4.6k	97.16	View chart
Thermo Fisher Scientific (TMO)	0.1	$447k	+8%	883.00	506.26	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.1	$445k	-69%	1.7k	265.99	View chart
Ryan Specialty Holdings Inc Cl A Cl A (RYAN)	0.1	$438k	-22%	9.1k	48.40	View chart
Overlay Shares Large Cap Equity Etf Shares Lag Cap (OVL)	0.1	$438k		13k	33.96	View chart
Valero Energy Corporation (VLO)	0.1	$437k		3.1k	141.69	View chart
Spdr Portfolio Aggregate Bond Etf Portfolio Agrgte (SPAB)	0.1	$436k	+114%	18k	24.34	View chart
Innovator U.s. Equity Power Buffer Etf - April Us Eqt Pwr Buf (PAPR)	0.1	$426k		14k	30.61	View chart
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM)	0.1	$423k	+6%	3.0k	139.71	View chart
Booking Holdings (BKNG)	0.1	$416k	NEW	135.00	3083.95	View chart
Innovator U.s. Equity Power Buffer Etf - December Us Eqty Pwr Buf (PDEC)	0.1	$416k		13k	32.36	View chart
Intuit (INTU)	0.1	$412k	+8%	807.00	511.05	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.1	$412k	-33%	2.3k	176.77	View chart
Raymond James Financial (RJF)	0.1	$409k	-11%	4.1k	100.43	View chart
Johnson & Johnson (JNJ)	0.1	$394k	+6%	2.5k	155.75	View chart
Global X Mlp Etf Glbl X Mlp Etf (MLPA)	0.1	$388k	+6%	8.7k	44.59	View chart
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL)	0.1	$384k		4.3k	88.55	View chart
First Trust Nasdaq Technology Dividend Index Fund Nasd Tech Div (TDIV)	0.1	$384k	NEW	6.8k	56.09	View chart
First Trust Tcw Unconstrained Plus Bond Etf Tcw Unconstrai (UCON)	0.1	$382k	NEW	16k	23.90	View chart
Ishares Msci Intl Momentum Factor Etf Msci Intl Moment (IMTM)	0.1	$380k	+4%	12k	31.48	View chart
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE)	0.1	$377k	+2%	4.2k	90.71	View chart
Horizon Kinetics Inflation Beneficiaries Etf Horizon Kinetics (INFL)	0.1	$374k	-90%	12k	30.44	View chart
Spdr Ser Tr S&p 400 Mid Cap Value Etf S&p 400 Mdcp Val (MDYV)	0.1	$366k	NEW	5.6k	64.86	View chart
Schwab Us Mid-cap Etf Us Mid-cap Etf (SCHM)	0.1	$363k	-13%	5.4k	67.67	View chart
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)	0.1	$362k		5.6k	64.46	View chart
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB)	0.1	$359k	+75%	14k	25.29	View chart
First Trust Europe Alphadex Fund Europe Alphadex (FEP)	0.1	$354k	NEW	11k	33.01	View chart
Home Depot (HD)	0.1	$353k	-47%	1.2k	302.18	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Nas100 Eql Wgt (QQQE)	0.1	$351k	-6%	4.7k	74.77	View chart
Ishares Tr Lehman Short Trea Bd Short Treas Bd (SHV)	0.1	$347k	-43%	3.1k	110.47	View chart
Oracle Corporation (ORCL)	0.1	$345k	+47%	3.3k	105.91	View chart
Accenture Ltd Bermuda Cl A Cl A (ACN)	0.1	$340k	+67%	1.1k	307.24	View chart
First Trust Emerging Markets Alphadex Fund Emerg Mkt Alph (FEM)	0.1	$340k	NEW	16k	20.87	View chart
Netflix (NFLX)	0.1	$332k	-25%	879.00	377.60	View chart
Costco Wholesale Corporation (COST)	0.1	$329k	-41%	582.00	564.80	View chart
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN)	0.1	$325k	NEW	2.0k	159.61	View chart
Vanguard Energy Etf Energy Etf (VDE)	0.1	$323k	-70%	2.5k	126.75	View chart
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)	0.1	$313k	-57%	3.1k	100.67	View chart
First Trust Energy Alphadex Fund Energy Alphadx (FXN)	0.1	$313k	NEW	18k	17.42	View chart
Proshares Investment Grade-interest Rate Hedged Invt Int Rt Hg (IGHG)	0.1	$308k		4.2k	74.05	View chart
Intuitive Surgical (ISRG)	0.1	$298k	-46%	1.0k	292.29	View chart
Vanguard International Dividend Appreciation Etf Intl Dvd Etf (VIGI)	0.1	$297k	+25%	4.2k	71.33	View chart
Diamondback Energy (FANG)	0.1	$295k	+14%	1.9k	154.86	View chart
Industrial Select Sector Spdr Fund Sbi Int-inds (XLI)	0.1	$293k	-86%	2.9k	101.38	View chart
Blackrock Short Maturity Bond Etf Blackrock St Mat (NEAR)	0.1	$287k	-30%	5.7k	49.89	View chart
Enterprise Products Partners (EPD)	0.1	$286k		10k	27.37	View chart
Ishares Core Conservative Allocation Etf Conser Alloc Etf (AOK)	0.1	$281k	+6%	8.3k	33.96	View chart
Goldman Sachs Activebeta International Equity Etf Activebeta Int (GSIE)	0.1	$276k	-13%	9.2k	30.03	View chart
Spdr Portfolio S&p 500 Value Etf Prtflo S&p500 Vl (SPYV)	0.1	$272k	NEW	6.6k	41.26	View chart
Abbvie (ABBV)	0.1	$270k	NEW	1.8k	149.04	View chart
Schwab Short-term Us Treasury Etf Sht Tm Us Tres (SCHO)	0.1	$268k		5.6k	47.89	View chart
Vanguard High Dividend Yield Index Etf High Div Yld (VYM)	0.1	$264k	NEW	2.6k	103.32	View chart
Capital Group Global Growth Equity Etf Shs Creation Uni (CGGO)	0.1	$264k	NEW	12k	22.92	View chart
Eli Lilly & Co. (LLY)	0.1	$262k	-55%	488.00	537.47	View chart
Permian Resources Corp Class A (PR)	0.1	$252k		18k	13.96	View chart
Rbc Cad (RY)	0.1	$250k	NEW	2.9k	87.44	View chart
Consumer Discretionary Select Sector Spdr Fund Sbi Cons Discr (XLY)	0.1	$248k	+23%	1.5k	161.03	View chart
Consumer Staples Select Sector Spdr Sbi Cons Stpls (XLP)	0.1	$247k	+4%	3.6k	68.81	View chart
Materials Select Sector Spdr Fund Sbi Materials (XLB)	0.1	$246k	NEW	3.1k	78.55	View chart
Automatic Data Processing (ADP)	0.1	$245k	NEW	1.0k	240.58	View chart
First Trust Nasdaq Bank Etf Nasdaq Bk Etf (FTXO)	0.1	$245k	NEW	12k	20.67	View chart
Hershey Company (HSY)	0.1	$242k		1.2k	200.08	View chart
Bofi Holding (AX)	0.1	$240k		6.4k	37.86	View chart
Old Dominion Freight Line (ODFL)	0.1	$234k		571.00	409.14	View chart
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)	0.1	$226k	-53%	3.0k	75.14	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Optimum Yield (PDBC)	0.1	$224k	NEW	15k	14.95	View chart
Goldman Sachs Just U.s. Large Cap Equity Etf Just Us Lrg Cp (JUST)	0.1	$218k		3.6k	60.87	View chart
Ishares 10-20 Year Treasury Bond Etf 10-20 Yr Trs Etf (TLH)	0.1	$212k	-54%	2.1k	98.47	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Stoxx Globr Inf (NFRA)	0.1	$207k	NEW	4.3k	48.43	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)	0.1	$200k	-64%	2.0k	102.01	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Com Unit (ET)	0.1	$191k		14k	14.03	View chart
Kayne Anderson Mlp Invt Mlp Invt Co (KYN)	0.0	$138k		17k	8.41	View chart
Maiden Holdings SHS (MHLD)	0.0	$120k	NEW	68k	1.76	View chart
New Found Gold Corp (NFGC)	0.0	$83k		20k	4.17	View chart
Goldmining (GLDG)	0.0	$12k		15k	0.79	View chart
Curiositystream Inc Com Cl A Com Cl A (CURI)	0.0	$11k	NEW	15k	0.71	View chart

Past Filings by Waterloo Capital

SEC 13F filings are viewable for Waterloo Capital going back to 2020

Waterloo Capital 2023 Q3 filed Nov. 14, 2023
Waterloo Capital 2023 Q2 filed Aug. 11, 2023
Waterloo Capital 2023 Q1 filed May 15, 2023
Waterloo Capital 2020 Q1 filed June 1, 2020

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