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Flexshares Tr shares owned by Waterloo Capital

Quarter-by-quarter ownership of Flexshares Tr (NFRA) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $207k 4.3k 48.43
2020-03-31 $374k 8.6k 43.27

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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)
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Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
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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 Flexshares Tr

Alaska Permanent Capital Management
APCM Wealth Management for Individuals
Jane Street
WCG Wealth Advisors
Wealth Enhancement Advisory Services
NBT Bank
Austin Wealth Management
Boltwood Capital Management
Stephenson National Bank & Trust
Wealth Architects
CX Institutional
Money Design
HPM Partners
Brio Consultants
Missouri Trust & Investment

View all funds holding Flexshares Tr