Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 7 | Q2 2024 | 5.4% |
APTUS DEFINED RISK ETF | 7 | Q2 2024 | 9.9% |
ISHARES S&P 500 INDEX | 7 | Q2 2024 | 5.4% |
ISHARES S&P AGGRESSIVE ALLOCATION FUND | 7 | Q2 2024 | 6.1% |
APTUS DRAWDOWN MANAGED EQUITY ETF | 7 | Q2 2024 | 6.0% |
OPUS SMALL CAP VALUE ETF | 7 | Q2 2024 | 3.4% |
APPLE INC | 7 | Q2 2024 | 2.7% |
ISHARES AGGREGATE BOND ETF | 7 | Q2 2024 | 5.0% |
ISHARES RUSSELL 1000 VALUE ETF | 7 | Q2 2024 | 3.2% |
VANGUARD S&P 500 ETF | 7 | Q2 2024 | 2.3% |
View Waterloo Capital, L.P.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-16 |
13F-HR | 2024-08-12 |
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.