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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
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)
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 Opus Small Cap Value Plus Etf exchange traded funds

Sugarloaf Wealth Management
First Heartland Consultants
Raymond James Financial Services Advisors
Brogan Financial
Second Line Capital
ORG Partners
Advisory Services Network
Spotlight Asset Group
Central Trust & Investment
TrueWealth Advisors
Park Place Capital Corp
Silver Oak Securities
MBE Wealth Management
One + One Wealth Management
Citadel Advisors

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