| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPI | Exit | LAREDO PETROLEUM INC COM | $0 | – | -107,550 | -100.0% | -0.03% | – |
| KYN | Exit | KAYNE ANDERSON MLP INVT CO | $0 | – | -20,000 | -100.0% | -0.05% | – |
| ET | Exit | ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP | $0 | – | -16,306 | -100.0% | -0.05% | – |
| AMLP | Exit | ALPS TRUST ETF ALERIAN MLPalerian mlp | $0 | – | -32,680 | -100.0% | -0.08% | – |
| FTRI | Exit | FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETFindxx nat re etf | $0 | – | -18,200 | -100.0% | -0.11% | – |
| FTGC | Exit | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDfst tr glb fd | $0 | – | -11,610 | -100.0% | -0.12% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INCME COM | $0 | – | -12,299 | -100.0% | -0.12% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L P | $0 | – | -12,510 | -100.0% | -0.13% | – |
| BCE | Exit | BCE INC COM NEW | $0 | – | -4,896 | -100.0% | -0.14% | – |
| ROL | Exit | ROLLINS INC COM | $0 | – | -5,639 | -100.0% | -0.14% | – |
| INTU | Exit | INTUIT INC | $0 | – | -885 | -100.0% | -0.14% | – |
| EWL | Exit | ISHARES MSCI SWITZERLAND ETFmsci switzerland | $0 | – | -5,766 | -100.0% | -0.14% | – |
| DIS | Exit | DISNEY WALT CO COM DISNEY | $0 | – | -2,161 | -100.0% | -0.15% | – |
| JETS | Exit | U.S. GLOBAL JETS ETFus glb jets | $0 | – | -14,360 | -100.0% | -0.15% | – |
| FDN | Exit | FIRST TRUST DOW JONES INTERNET INDEX FUNDdj internt idx | $0 | – | -1,710 | -100.0% | -0.15% | – |
| RJF | Exit | RAYMOND JAMES FINL INC | $0 | – | -3,379 | -100.0% | -0.15% | – |
| TOTL | Exit | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFspdr tr tactic | $0 | – | -4,452 | -100.0% | -0.15% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -4,791 | -100.0% | -0.15% | – |
| DLR | Exit | DIGITAL REALTY TRUST INC | $0 | – | -1,587 | -100.0% | -0.16% | – |
| CVX | Exit | CHEVRON CORP NEW COM | $0 | – | -3,091 | -100.0% | -0.16% | – |
| TSN | Exit | TYSON FOODS INC CL Acl a | $0 | – | -3,897 | -100.0% | -0.16% | – |
| PDP | Exit | INVESCO DWA MOMENTUM ETFdwa momentum | $0 | – | -4,203 | -100.0% | -0.16% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC NEW CL Acl a | $0 | – | -535 | -100.0% | -0.16% | – |
| CMS | Exit | CMS ENERGY CORP COM | $0 | – | -3,993 | -100.0% | -0.17% | – |
| ITOT | Exit | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFcore s&p ttl stk | $0 | – | -4,110 | -100.0% | -0.17% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -6,111 | -100.0% | -0.17% | – |
| AVGO | Exit | AVAGO TECHNOLOGIES LTD | $0 | – | -1,012 | -100.0% | -0.17% | – |
| IJH | Exit | ISHARES CORE S&P MID CAP ETFcore s&p mcp etf | $0 | – | -1,710 | -100.0% | -0.18% | – |
| NEE | Exit | NEXTERA ENERGY INC COM | $0 | – | -1,057 | -100.0% | -0.18% | – |
| XLC | Exit | COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND | $0 | – | -5,723 | -100.0% | -0.18% | – |
| NRG | Exit | NRG ENERGY INC NEW | $0 | – | -9,385 | -100.0% | -0.18% | – |
| SBAC | Exit | SBA COMMUNICATIONS CPcl a | $0 | – | -949 | -100.0% | -0.18% | – |
| HSY | Exit | HERSHEY CO COM | $0 | – | -1,948 | -100.0% | -0.18% | – |
| SPIB | Exit | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFportfolio intrmd | $0 | – | -7,619 | -100.0% | -0.18% | – |
| DHR | Exit | DANAHER CORP | $0 | – | -1,879 | -100.0% | -0.18% | – |
| XLY | Exit | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDsbi cons discr | $0 | – | -2,675 | -100.0% | -0.19% | – |
| XLP | Exit | CONSUMER STAPLES SELECT SECTOR SPDRsbi cons stpls | $0 | – | -4,813 | -100.0% | -0.19% | – |
| IGIB | Exit | ISHARES INTERMEDIATE CREDIT BOND ETFintrm tr crp etf | $0 | – | -4,804 | -100.0% | -0.19% | – |
| CHE | Exit | CHEMED CORP NEW COM | $0 | – | -618 | -100.0% | -0.19% | – |
| AMAT | Exit | APPLIED MATLS INC COM | $0 | – | -5,825 | -100.0% | -0.19% | – |
| KR | Exit | KROGER CO COM | $0 | – | -9,007 | -100.0% | -0.19% | – |
| GAL | Exit | SPDR SSGA GLOBAL ALLOCATION ETFglobl allo etf | $0 | – | -8,331 | -100.0% | -0.19% | – |
| OMFL | Exit | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFrusl 1000 dynm | $0 | – | -10,602 | -100.0% | -0.20% | – |
| FLTR | Exit | VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETFinvt grade fltg | $0 | – | -11,793 | -100.0% | -0.20% | – |
| IWD | Exit | ISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf | $0 | – | -2,830 | -100.0% | -0.20% | – |
| IBM | Exit | INTL BUSINESS MACHINES | $0 | – | -2,537 | -100.0% | -0.20% | – |
| MASI | Exit | MASIMO CORP COM | $0 | – | -1,618 | -100.0% | -0.20% | – |
| JNJ | Exit | JOHNSON & JOHNSON COM | $0 | – | -2,200 | -100.0% | -0.20% | – |
| IEF | Exit | ISHARES 7-10 YEAR TREASURY BOND ETFbarclays 7 10 yr | $0 | – | -2,416 | -100.0% | -0.21% | – |
| AES | Exit | AES CORP | $0 | – | -21,553 | -100.0% | -0.21% | – |
| IWB | Exit | ISHARES TR RUSSELL 1000 INDEX ETFrus 1000 etf | $0 | – | -2,084 | -100.0% | -0.21% | – |
| ATVI | Exit | ACTIVISION INC | $0 | – | -4,981 | -100.0% | -0.21% | – |
| VTI | Exit | VANGUARD TOTAL STOCK MARKET INDEX FUNDtotal stk mkt | $0 | – | -2,402 | -100.0% | -0.22% | – |
| BTAL | Exit | AGFIQ U.S. MARKET NEUTRAL ANTI-BETA FUNDagfiq us mk anti | $0 | – | -12,280 | -100.0% | -0.22% | – |
| PG | Exit | PROCTER AND GAMBLE CO COM | $0 | – | -2,960 | -100.0% | -0.23% | – |
| CTXS | Exit | CITRIX SYSTEMS INC | $0 | – | -2,296 | -100.0% | -0.23% | – |
| IEMG | Exit | ISHARES CORE MSCI EMERGING MARKETS ETFcore msci emkt | $0 | – | -8,033 | -100.0% | -0.23% | – |
| BND | Exit | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $0 | – | -3,913 | -100.0% | -0.24% | – |
| SNPS | Exit | SYNOPSYS INC COM | $0 | – | -2,648 | -100.0% | -0.24% | – |
| WMT | Exit | WALMART INC COM | $0 | – | -3,005 | -100.0% | -0.24% | – |
| LMBS | Exit | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFfst low oppt eft | $0 | – | -6,679 | -100.0% | -0.24% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -1,433 | -100.0% | -0.24% | – |
| SCHR | Exit | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETFintrm trm tres | $0 | – | -5,864 | -100.0% | -0.24% | – |
| MUNI | Exit | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDinter mun bd act | $0 | – | -6,335 | -100.0% | -0.25% | – |
| GSIE | Exit | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFactivebeta int | $0 | – | -15,261 | -100.0% | -0.25% | – |
| SPHQ | Exit | INVESCO S&P 500 QUALITY ETFs&p500 quality | $0 | – | -11,769 | -100.0% | -0.25% | – |
| VMBS | Exit | VANGUARD MORTGAGE-BACKED SECURITIES ETFmortg-back sec | $0 | – | -6,578 | -100.0% | -0.26% | – |
| NFRA | Exit | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDstoxx globr inf | $0 | – | -8,644 | -100.0% | -0.27% | – |
| GOOGL | Exit | ALPHABET INC CAP STK CL Acl a | $0 | – | -335 | -100.0% | -0.28% | – |
| SHY | Exit | ISHARES 1-3 YEAR TREASURY BOND ETF1 3 yr treas bd | $0 | – | -4,519 | -100.0% | -0.28% | – |
| VCIT | Exit | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFint-term corp | $0 | – | -4,490 | -100.0% | -0.28% | – |
| MNA | Exit | IQ MERGER ARBITRAGE ETFiq mrgr arb etf | $0 | – | -13,588 | -100.0% | -0.29% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC COM | $0 | – | -9,200 | -100.0% | -0.30% | – |
| QQQE | Exit | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARESnas100 eql wgt | $0 | – | -9,152 | -100.0% | -0.30% | – |
| XLV | Exit | HEALTH CARE SELECT SECTOR SPDR FUNDsbi healthcare | $0 | – | -4,832 | -100.0% | -0.30% | – |
| AOM | Exit | ISHARES MODERATE ALLOCATION FUNDmodert alloc etf | $0 | – | -11,964 | -100.0% | -0.31% | – |
| CWB | Exit | SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETFblmbrg brc cnvrt | $0 | – | -9,220 | -100.0% | -0.31% | – |
| MSCI | Exit | MSCI INC COM | $0 | – | -1,544 | -100.0% | -0.32% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -5,791 | -100.0% | -0.32% | – |
| FSK | Exit | FS KKR CAPITAL CORP COM | $0 | – | -153,426 | -100.0% | -0.33% | – |
| LTPZ | Exit | PIMCO 15 Plus YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND15+ yr us tips | $0 | – | -5,922 | -100.0% | -0.33% | – |
| IDEV | Exit | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFcore msci intl | $0 | – | -10,564 | -100.0% | -0.33% | – |
| VWO | Exit | VANGUARD FTSE EMERGING MARKETS ETFftse emr mkt etf | $0 | – | -13,913 | -100.0% | -0.33% | – |
| TIP | Exit | ISHARES TIPS BOND ETFtips bd etf | $0 | – | -4,118 | -100.0% | -0.34% | – |
| QUS | Exit | SPDR MSCI USA STRATEGICFACTORS ETFmsci usa strtgic | $0 | – | -6,425 | -100.0% | -0.35% | – |
| FLOT | Exit | ISHARES FLOATING RATE BOND ETFfltg rate nt etf | $0 | – | -10,138 | -100.0% | -0.35% | – |
| CORP | Exit | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDinv grd crp bd | $0 | – | -4,807 | -100.0% | -0.36% | – |
| BAB | Exit | INVESCO TAXABLE MUNICIPAL BOND ETFtaxable mun bd | $0 | – | -16,425 | -100.0% | -0.36% | – |
| TLT | Exit | ISHARES 20 Plus YEAR TREASURY BOND ETF20 yr tr bd etf | $0 | – | -3,078 | -100.0% | -0.36% | – |
| MOAT | Exit | VANECK VECTORS MORNINGSTAR WIDE MOAT ETFmorningstar wide | $0 | – | -11,829 | -100.0% | -0.37% | – |
| IYLD | Exit | ISHARES MORNINGSTAR MULTI-ASSET INCOME INDEX FUNDmrngstr inc etf | $0 | – | -25,918 | -100.0% | -0.37% | – |
| VTV | Exit | VANGUARD VALUE INDEX FUNDvalue etf | $0 | – | -5,887 | -100.0% | -0.37% | – |
| ACWV | Exit | ISHARES EDGE MSCI MIN VOL GLOBAL ETFmin vol gbl etf | $0 | – | -6,595 | -100.0% | -0.38% | – |
| IAU | Exit | ISHARES COMEX GOLD TRUSTishares | $0 | – | -35,121 | -100.0% | -0.38% | – |
| BIV | Exit | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDintermed term | $0 | – | -5,943 | -100.0% | -0.38% | – |
| USMV | Exit | ISHARES EDGE MSCI MIN VOL USA ETFmsci min vol etf | $0 | – | -9,855 | -100.0% | -0.38% | – |
| WM | Exit | WASTE MANAGEMENT INC | $0 | – | -5,793 | -100.0% | -0.38% | – |
| GLD | Exit | SPDR GOLD ETF | $0 | – | -3,756 | -100.0% | -0.40% | – |
| DG | Exit | DOLLAR GEN CORP NEW COM | $0 | – | -3,791 | -100.0% | -0.41% | – |
| SPTS | Exit | SPDR PORTFOLIO SHORT TERM TREASURY ETFportfolio sh tsr | $0 | – | -18,898 | -100.0% | -0.41% | – |
| CPRT | Exit | COPART INC | $0 | – | -8,510 | -100.0% | -0.41% | – |
| PKG | Exit | PACKAGING CORP OF AMERICA | $0 | – | -6,945 | -100.0% | -0.43% | – |
| WPC | Exit | WP CAREY INC COM | $0 | – | -10,500 | -100.0% | -0.43% | – |
| IWF | Exit | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $0 | – | -4,199 | -100.0% | -0.45% | – |
| ROP | Exit | ROPER INDUSTRIES INC | $0 | – | -2,047 | -100.0% | -0.45% | – |
| VEA | Exit | VANGUARD FTSE DEVELOPED MARKETS ETFftse dev mkt etf | $0 | – | -19,395 | -100.0% | -0.46% | – |
| SCHV | Exit | SCHWAB US LARGE CAP VALUE ETFus lcap va etf | $0 | – | -14,889 | -100.0% | -0.47% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS INC COM | $0 | – | -6,973 | -100.0% | -0.47% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -1,541 | -100.0% | -0.48% | – |
| XLK | Exit | TECHNOLOGY SELECT SECTOR SPDR FUNDtechnology | $0 | – | -8,910 | -100.0% | -0.51% | – |
| GOVT | Exit | ISHARES U.S. TREASURY BOND ETFus treas bd etf | $0 | – | -25,815 | -100.0% | -0.51% | – |
| JPM | Exit | JPMORGAN CHASE & CO COM | $0 | – | -8,185 | -100.0% | -0.52% | – |
| MCD | Exit | MCDONALDS CORP COM | $0 | – | -4,999 | -100.0% | -0.59% | – |
| AMT | Exit | AMERICAN TOWER CORP | $0 | – | -3,847 | -100.0% | -0.60% | – |
| UNH | Exit | UNITEDHEALTH GROUP | $0 | – | -3,373 | -100.0% | -0.60% | – |
| DIA | Exit | SPDR DOW JONES INDUSTRIAL AVERAGE ETFut ser 1 | $0 | – | -3,900 | -100.0% | -0.61% | – |
| SCHP | Exit | SCHWAB US TIPS ETFus tips etf | $0 | – | -14,867 | -100.0% | -0.61% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -13,045 | -100.0% | -0.61% | – |
| PEP | Exit | PEPSICO INC COM | $0 | – | -7,272 | -100.0% | -0.62% | – |
| VOO | Exit | VANGUARD S&P 500 ETF | $0 | – | -3,883 | -100.0% | -0.65% | – |
| MTUM | Exit | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFusa momentum fct | $0 | – | -8,806 | -100.0% | -0.67% | – |
| USVM | Exit | VICTORYSHARES USAA MSCI USA SMALL CAP VALUE MOMENTUM ETF | $0 | – | -25,900 | -100.0% | -0.67% | – |
| SCHB | Exit | SCHWAB ETFS- US BROAD MARKET ETFus brd mkt etf | $0 | – | -16,432 | -100.0% | -0.70% | – |
| V | Exit | VISA INCcl a | $0 | – | -6,287 | -100.0% | -0.72% | – |
| INTC | Exit | INTEL CORP COM | $0 | – | -19,266 | -100.0% | -0.74% | – |
| SCHZ | Exit | SCHWAB US AGGREGATE BOND ETFus aggregate b | $0 | – | -19,640 | -100.0% | -0.76% | – |
| MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDenhan shrt ma ac | $0 | – | -11,904 | -100.0% | -0.84% | – |
| HD | Exit | HOME DEPOT | $0 | – | -6,561 | -100.0% | -0.87% | – |
| SCHX | Exit | SCHWAB STRATEGIC TR US LRG CAP ETFus lrg cap etf | $0 | – | -20,587 | -100.0% | -0.90% | – |
| FLRN | Exit | SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETFblomberg brc inv | $0 | – | -43,107 | -100.0% | -0.90% | – |
| IVV | Exit | ISHARES S&P 500 INDEXcore s&p500 etf | $0 | – | -4,977 | -100.0% | -0.91% | – |
| SCHG | Exit | SCHWAB US LARGE CAP GROWTH ETFus lcap gr etf | $0 | – | -16,402 | -100.0% | -0.93% | – |
| ICSH | Exit | ISHARES LIQUIDITY INCOME ETFultr sh trm bd | $0 | – | -27,173 | -100.0% | -0.96% | – |
| XMLV | Exit | INVESCO S&P MIDCAP LOW VOLATILITY ETFs&p midcp low | $0 | – | -35,060 | -100.0% | -0.99% | – |
| ULST | Exit | SPDR SSGA ULTRA SHORT TERM BOND ETFult sht trm bd | $0 | – | -36,620 | -100.0% | -1.01% | – |
| SCHO | Exit | SCHWAB SHORT-TERM U.S. TREASURY ETFsht tm us tres | $0 | – | -28,056 | -100.0% | -1.03% | – |
| AGG | Exit | ISHARES AGGREGATE BOND ETFcore us aggbd et | $0 | – | -15,393 | -100.0% | -1.26% | – |
| SPEM | Exit | SPDR PORTFOLIO EMERGING MARKETS ETFportfolio emg mk | $0 | – | -69,624 | -100.0% | -1.41% | – |
| AMZN | Exit | AMAZON.COM INC | $0 | – | -1,072 | -100.0% | -1.48% | – |
| MSFT | Exit | MICROSOFT | $0 | – | -13,569 | -100.0% | -1.52% | – |
| JPST | Exit | JPMORGAN ULTRA-SHORT INCOME ETFultra shrt inc | $0 | – | -44,851 | -100.0% | -1.58% | – |
| AOA | Exit | ISHARES S&P AGGRESSIVE ALLOCATION FUNDaggres alloc etf | $0 | – | -48,835 | -100.0% | -1.65% | – |
| USFR | Exit | WISDOMTREE FLOATING RATE TREASURY FUNDfloatng rat trea | $0 | – | -92,860 | -100.0% | -1.66% | – |
| QQQ | Exit | POWERSHARES QQQ TRunit ser 1 | $0 | – | -13,049 | -100.0% | -1.76% | – |
| SPTM | Exit | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFportfoli s&p1500 | $0 | – | -80,030 | -100.0% | -1.79% | – |
| SPDW | Exit | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFportfolio devlpd | $0 | – | -120,358 | -100.0% | -2.04% | – |
| IVW | Exit | ISHARES S&P 500 GROWTH ETFs&p 500 grwt etf | $0 | – | -18,938 | -100.0% | -2.22% | – |
| AAPL | Exit | APPLE INC | $0 | – | -14,180 | -100.0% | -2.56% | – |
| OSCV | Exit | OPUS SMALL CAP VALUE ETFopus sml cp vl | $0 | – | -222,196 | -100.0% | -2.95% | – |
| AOR | Exit | ISHARES GROWTH ALLOCATION FUNDgrwt allocat etf | $0 | – | -118,012 | -100.0% | -3.47% | – |
| SPAB | Exit | SPDR PORTFOLIO AGGREGATE BOND ETFportfolio agrgte | $0 | – | -189,306 | -100.0% | -4.06% | – |
| ACIO | Exit | APTUS COLLARED INCOME OPPORTUNITY ETFaptus collared | $0 | – | -319,003 | -100.0% | -5.44% | – |
| ADME | Exit | APTUS DRAWDOWN MANAGED EQUITY ETFaptus drawdown | $0 | – | -298,061 | -100.0% | -5.95% | – |
| DRSK | Exit | APTUS DEFINED RISK ETFaptus defined | $0 | – | -495,578 | -100.0% | -9.88% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APTUS DEFINED RISK ETF | 4 | Q3 2023 | 9.9% |
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 4 | Q3 2023 | 5.4% |
| ISHARES S&P AGGRESSIVE ALLOCATION FUND | 4 | Q3 2023 | 6.1% |
| ISHARES S&P 500 INDEX | 4 | Q3 2023 | 5.4% |
| APTUS DRAWDOWN MANAGED EQUITY ETF | 4 | Q3 2023 | 6.0% |
| OPUS SMALL CAP VALUE ETF | 4 | Q3 2023 | 3.4% |
| ISHARES AGGREGATE BOND ETF | 4 | Q3 2023 | 5.0% |
| APPLE INC | 4 | Q3 2023 | 2.7% |
| VANGUARD S&P 500 ETF | 4 | Q3 2023 | 2.3% |
| ISHARES RUSSELL 1000 VALUE ETF | 4 | Q3 2023 | 2.4% |
View Waterloo Capital, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2020-06-01 |
View Waterloo Capital, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.