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Overlay Shares Large Cap Equity Etf etf shares owned by Waterloo Capital

Quarter-by-quarter ownership of Overlay Shares Large Cap Equity Etf etf (OVL) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Overlay Shares Large Cap Equity Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Overlay Shares Large Cap Equity Etf etf held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Overlay Shares Large Cap Equity Etf etf by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $518k 12k 44.08
2024-03-31 $537k 13k 42.61
2023-09-30 $438k 13k 33.96
2023-06-30 $455k 13k 35.89
2023-03-31 $420k 13k 32.95

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 Overlay Shares Large Cap Equity Etf etf

Country Trust Bank
Lakeview Capital Partners
Envestnet Asset Management
Raymond James & Associates
Jpmorgan Chase & Co
Legacy Private Trust
Royal Bank of Canada
Janney Montgomery Scott
Johnson & White Wealth Management
Smartleaf Asset Management
Private Advisor
Jane Street
Hilltop Holdings
Nbc Securities
Old Mission Capital

View all funds holding Overlay Shares Large Cap Equity Etf etf