Acorn Wealth Advisors’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Acorn Wealth Advisors’s Portfolio USOI Stock Details USOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,370	Closed	-$575K	–	263
2025 Q1	$575K	Hold	9,370	–	–	0.24%	93
2024 Q4	$614K	Hold	9,370	–	–	0.25%	85
2024 Q3	$610K	Hold	9,370	–	–	0.26%	80
2024 Q2	$696K	Hold	9,370	–	–	0.34%	67
2024 Q1	$723K	Hold	9,370	–	–	0.38%	63
2023 Q4	$653K	Hold	9,370	–	–	0.39%	60
2023 Q3	$789K	Hold	9,370	–	–	0.53%	43
2023 Q2	$693K	Hold	9,370	–	–	0.47%	49
2023 Q1	$729K	Buy	+9,370	New	+$751K	0.54%	42
2022 Q4	–	Sell	-9,650	Closed	-$786K	–	167
2022 Q3	$786K	Buy	9,650 +8,901	+1,188%	+$815K	0.64%	37
2022 Q2	$77K	Hold	749	–	–	0.06%	159
2022 Q1	$82K	Buy	+749	New	+$80.8K	0.06%	171

Other funds holding USOI

RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acorn Wealth Advisors's USOI Position: Q2 2025 in Review

Acorn Wealth Advisors sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2025, closing a stake of 9,370 shares — an estimated $575K sold.

Acorn Wealth Advisors first reported a position in USOI in Q1 2022 and held it in 12 quarters. The position peaked at $789K in Q3 2023. 8 funds tracked by Wall St. Rank hold USOI as of Q2 2025.

Acorn Wealth Advisors reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2025 after selling out during the quarter.
Acorn Wealth Advisors sold 9,370 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2025, an estimated $575K.
Acorn Wealth Advisors first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2022 and held it in 12 quarters.
Acorn Wealth Advisors's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $789K in Q3 2023.
8 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2025.

Based on Acorn Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.