Waterloo Capital, L.P. JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Waterloo Capital, L.P.

  • $1.08 Trillion
  • Q1 2025
Number of Shares
9,708
Previous 9,837 1.31%
Holding current value
$579 Million
Previous $610 Million 5.07%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
N/A
-129 Reduced 1.31%
9,708 $579 Million
Q4 2024

Feb 13, 2025
BUY
N/A
2,589 Added 35.72%
9,837 $610 Million
Q3 2024

Nov 14, 2024
BUY
N/A
7,248 New
7,248 $443 Million
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