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Etf Ser Solutions Aptus Collared shares owned by Waterloo Capital

Quarter-by-quarter ownership of Etf Ser Solutions Aptus Collared (ACIO) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Etf Ser Solutions Aptus Collared

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions Aptus Collared held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions Aptus Collared by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $21M 570k 37.63
2024-03-31 $21M 568k 36.03
2023-09-30 $17M 553k 30.43
2023-06-30 $15M 484k 31.11
2023-03-31 $14M 478k 30.19
2020-03-31 $7.7M 319k 24.01

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding Etf Ser Solutions Aptus Collared

Aptus Capital Advisors
Integrated Wealth Concepts
Raymond James Financial Services Advisors
Brogan Financial
Envestnet Asset Management
Second Line Capital
Sugarloaf Wealth Management
Kfg Wealth Management
Bienville Capital Management
Clarus Group
First Heartland Consultants
MAI Wealth Advisors
ORG Partners
Sunburst Financial Group
Delta Investment Management

View all funds holding Etf Ser Solutions Aptus Collared