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Dow shares owned by Waterloo Capital

Quarter-by-quarter ownership of Dow (DOW) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Dow

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dow by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 59k 53.05
2024-03-31 $3.3M 57k 57.93

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 Dow

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Invesco
Dimensional Fund Advisors
Capital World Investors
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Northern Trust
Bank of America Corporation
Bank of New York Mellon

View all funds holding Dow