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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
2025-09-30 $37M 841k 43.43
2025-06-30 $35M 840k 41.40
2025-03-31 $30M 771k 38.69
2024-12-31 $25M 612k 40.24
2024-09-30 $24M 594k 39.74
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)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

Top funds holding Etf Ser Solutions Aptus Collared

Aptus Capital Advisors
Integrated Wealth Concepts
Guardian Wealth Advisors, Llc / Nc
CI Private Wealth
Brogan Financial
Envestnet Asset Management
Kfg Wealth Management
Raymond James Financial
Second Line Capital
Clarus Group
Signal Advisors Wealth
First Heartland Consultants
Park Place Capital Corp
Sunburst Financial Group
Advisory Services Network

View all funds holding Etf Ser Solutions Aptus Collared