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Opus Small Cap Value Plus Etf exchange traded funds shares owned by Waterloo Capital

Quarter-by-quarter ownership of Opus Small Cap Value Plus Etf exchange traded funds (OSCV) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Opus Small Cap Value Plus Etf exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Opus Small Cap Value Plus 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 Opus Small Cap Value Plus Etf exchange traded funds by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 322k 34.50
2024-03-31 $11M 312k 35.96
2023-09-30 $8.2M 272k 30.33
2023-06-30 $11M 356k 31.95
2023-03-31 $11M 345k 31.14
2020-03-31 $4.2M 222k 18.69

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 Opus Small Cap Value Plus Etf exchange traded funds

Aptus Capital Advisors
Raymond James Financial Services Advisors
Integrated Wealth Concepts
Sugarloaf Wealth Management
First Heartland Consultants
Brogan Financial
Second Line Capital
Envestnet Asset Management
Waterloo Capital
Kfg Wealth Management
ORG Partners
Park Place Capital Corp
United Advisor Group
Spotlight Asset Group
LPL Financial

View all funds holding Opus Small Cap Value Plus Etf exchange traded funds