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Doubleline Total Etf etf shares owned by Waterloo Capital

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total 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 Doubleline Total Etf etf by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $643k 16k 39.72
2024-03-31 $608k 15k 40.05
2023-09-30 $816k 21k 38.65
2020-03-31 $214k 4.5k 48.07

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 Doubleline Total Etf etf

Signature Estate and Investment Advisors
Morgan Stanley
Envestnet Asset Management
LPL Financial
Bank of America Corporation
Wealth Enhancement Advisory Services
Tectonic Advisors
Advisor Group Holdings
CWM
Capital Advisors
Wells Fargo & Company
Bank of New York Mellon
Kestra Investment Management
Arden Trust
Morling Financial Advisors

View all funds holding Doubleline Total Etf etf