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Aptus Defined Risk Etf exchange traded funds shares owned by Waterloo Capital

Quarter-by-quarter ownership of Aptus Defined Risk Etf exchange traded funds (DRSK) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Aptus Defined Risk Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Aptus Defined Risk Etf exchange traded funds held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aptus Defined Risk Etf exchange traded funds by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 516k 27.03
2024-03-31 $14M 521k 26.66
2023-09-30 $11M 487k 23.31
2023-06-30 $14M 564k 24.86
2023-03-31 $15M 577k 25.97
2020-03-31 $14M 496k 28.08

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 Aptus Defined Risk Etf exchange traded funds

Aptus Capital Advisors
Integrated Wealth Concepts
Raymond James Financial Services Advisors
Brookstone Capital Management
Sugarloaf Wealth Management
Envestnet Asset Management
Second Line Capital
Clarus Group
Brogan Financial
ORG Partners
Kfg Wealth Management
Compass Ion Advisors
First Heartland Consultants
Waterloo Capital
Thrivent Financial for Lutherans

View all funds holding Aptus Defined Risk Etf exchange traded funds