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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
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)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

Top funds holding Aptus Defined Risk Etf exchange traded funds

Sugarloaf Wealth Management
Raymond James Financial Services Advisors
Second Line Capital
Brogan Financial
First Heartland Consultants
ORG Partners
Compass Ion Advisors
Jane Street
Park Place Capital Corp
Silver Oak Securities
Captrust Financial Advisors
One + One Wealth Management
TrueWealth Advisors
Advisory Services Network
Leavell Investment Management

View all funds holding Aptus Defined Risk Etf exchange traded funds