Waterloo Capital, L.P. UPSD Holdings History
Waterloo Capital, L.P.'s Aptus Large Cap Upside ETF Holding Summary
As of 2025-03-31, Waterloo Capital, L.P. held 244,945.00 shares of Aptus Large Cap Upside ETF(UPSD), totaling $5.67 Mil. This investment constitutes 0.53% of their stock portfolio, and Waterloo Capital, L.P. now holds 12.56% of the outstanding Aptus Large Cap Upside ETF(UPSD) stock.
The initial trade took place in 2025Q1. And since then Waterloo Capital, L.P. has made 1 purchases of UPSD, at an average price of $24.22, for a total of 244,945.00 shares. Based on historical transaction data and UPSD's current price of $24.89, Waterloo Capital, L.P.'s estimated gain on his UPSD holdings is $164,113.15, reflecting a 2.77% gain to date.
Waterloo Capital, L.P. UPSD ($24.89) Holding Chart
Waterloo Capital, L.P. UPSD ($24.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
