Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
Market cap $62.5M

67.98 USD

+0.77

1.15%

At close Oct 4, 4:00 PM EDT

After hours

67.77

-0.21

0.31%

1 day

1.15%

5 days

4.52%

1 month

3.28%

3 months

-9.78%

6 months

-13.43%

Year to date

-1.19%

1 year

-13.95%

5 years

-82.57%

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

369% more capital invested

Capital invested by funds: $3.09M [Q1] → $14.5M (+$11.4M) [Q2]

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16.84% more ownership

Funds ownership: 4.36% [Q1] → 21.2% (+16.84%) [Q2]

10% more funds holding

Funds holding: 20 [Q1] → 22 (+2) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

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Research analyst outlook

We haven’t received any recent analyst ratings for USOI.

See Analyst Rankings

Financial journalist opinion

UBS declares coupon payments on 8 ETRACS Exchange Traded Notes

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield annualized) b HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B 8/30/2024 9/1.

UBS declares coupon payments on 8 ETRACS Exchange Traded Notes

USOI: Earn A Fat Yield While Waiting For A Breakout/Breakdown

The USOI ETN uses a covered call strategy on USO ETF, offering high monthly distributions. However, investors are cautioned as the USOI/USO ETF has significant tracking errors relative to oil commodities. Currently, the futures curve is in backwardation, which generates a positive 'roll-yield' for USOI/USO. Looking forward, oil is at a crossroads as bullish and bearish fundamentals fight to exert dominance on oil prices.

USOI: Earn A Fat Yield While Waiting For A Breakout/Breakdown

UBS declares coupon payments on 8 ETRACS Exchange Traded Notes

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) b HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B 7/30/2024 8/.

UBS declares coupon payments on 8 ETRACS Exchange Traded Notes

UBS declares coupon payments on 14 ETRACS Exchange Traded Notes

NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 11 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) MLPBb ETRACS Alerian MLP Infrastructure Index ETN Series B 7/1/2024 7/15/2024 7/15/2024 7/23/2.

UBS declares coupon payments on 14 ETRACS Exchange Traded Notes

USOI: Multi-Year Lows In Oil Implied Volatility, Look Elsewhere In Energy (Rating Downgrade)

High jet fuel demand expected this summer with potential supply-related upside from a busy hurricane season. USOI offers exposure to covered call investment strategy on Reference Oil Shares, but there are bearish risks from high global oil supply. Implied volatility in the oil market is at historic lows, leading to a downgrade of USOI ETNs.

USOI: Multi-Year Lows In Oil Implied Volatility, Look Elsewhere In Energy (Rating Downgrade)

Last Week in ETFs: 5 New Target-Maturity Bond ETFs Launch

Last week saw issuers roll out a dozen new ETFs, including launches from AllianceBernstein, OneAscent and YieldMax. Among the other debuts were five new target-maturity bond funds as well as buffer strategies and a new angle on the Nasdaq-100.

Last Week in ETFs: 5 New Target-Maturity Bond ETFs Launch

USOI: Crude Oil Covered Call Fund Delivers

We had a bull rating on Credit Suisse X-Links Crude Oil Shares Covered Call ETNs, the covered call fund for crude oil futures. The bullish factors played out, and the fund has outperformed even the S&P 500. We look at how those factors are in play today and update our thesis.

USOI: Crude Oil Covered Call Fund Delivers

My 9% Income Portfolio - Harmony In Investment

Surrounded by the smoothness of the Tuscan landscape, I have always thought that the pursuit of harmony in human activities is the first step toward happiness. I also chase a balance in investments, seeking to create a portfolio whose securities provide a steady cash flow over time and grow the nominal capital invested.

My 9% Income Portfolio - Harmony In Investment

USOI: Oil's Grind Higher May Persist

Goldman predicts crude oil prices may reach a peak of $87 by mid-year while technicals on WTI appear more constructive today. USOI offers investors exposure to a covered call investment strategy on crude oil - the ETN generally benefits from neutral to slightly rising oil prices. USOI and oil prices appear poised for more gains after the prompt month of WTI touched $80 last week.

USOI: Oil's Grind Higher May Persist

77 Monthly Paid Dividend Stocks And 80 Funds For February

Imagine stocks or funds that pay-out their dividends once-a-month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst awaiting money is reduced by 300%, or more!

77 Monthly Paid Dividend Stocks And 80 Funds For February

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