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Goldman Sachs Etf Tr treasuryaccess shares owned by Waterloo Capital

Quarter-by-quarter ownership of Goldman Sachs Etf Tr treasuryaccess (GBIL) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Goldman Sachs Etf Tr treasuryaccess

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All positions including Goldman Sachs Etf Tr treasuryaccess held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs Etf Tr treasuryaccess by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.8M 48k 100.11
2023-06-30 $3.7M 37k 100.07
2023-03-31 $7.9M 79k 100.14

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 Goldman Sachs Etf Tr treasuryaccess

Betterment
Alpine Investment Management
Bank of America Corporation
Wells Fargo & Company
Miracle Mile Advisors
Global Assets Advisory
Goldman Sachs Group
Wealthfront Advisers
UBS Group
Royal Bank of Canada
CI Private Wealth
Pathway Financial Advisors
St. James Investment Company
Bell Investment Advisors
Robertson Stephens Wealth Management

View all funds holding Goldman Sachs Etf Tr treasuryaccess