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

Waterloo Capital, L.P.

  • $1.24 Trillion
  • Q2 2025
Number of Shares
4,177
Previous 9,708 56.97%
Holding current value
$261 Million
Previous $579 Million 54.88%
% of portfolio
0.02%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-5,531 Reduced 56.97%
4,177 $261 Million
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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