Waterloo Capital, L.P. APTUS LARGE CAP UPSIDE ETF Transaction History

Waterloo Capital, L.P.

  • $1.34 Trillion
  • Q3 2025
Number of Shares
398,055
Previous 317,190 25.49%
Holding current value
$10.6 Billion
Previous $7.84 Billion 35.36%
% of portfolio
0.79%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
N/A
80,865 Added 25.49%
398,055 $10.6 Billion
Q2 2025

Aug 12, 2025
BUY
N/A
72,245 Added 29.49%
317,190 $7.84 Billion
Q1 2025

May 12, 2025
BUY
N/A
244,945 New
244,945 $5.67 Billion
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