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

Ancora 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
2024
Q3 		– Sell
-50
Closed -$3.71K – 1903
2024
Q2 		$3.71K Buy
+50
New +$3.72K ﹤0.01% 1487

Other funds holding USOI

AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
PCMC
Planning Capital Management Corporation Paoli, Pennsylvania $151M AUM 30.62% 1-Year Est. Return

Ancora Advisors's USOI Position: Q3 2024 in Review

Ancora Advisors sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q3 2024, closing a stake of 50 shares — an estimated $3.71K sold.

Ancora Advisors first reported a position in USOI in Q2 2024 and held it in 1 quarter. The position peaked at $3.71K in Q2 2024. 17 funds tracked by Wall St. Rank hold USOI as of Q3 2024.

  • Ancora Advisors reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q3 2024 after selling out during the quarter.
  • Ancora Advisors sold 50 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q3 2024, an estimated $3.71K.
  • Ancora Advisors first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q2 2024 and held it in 1 quarter.
  • Ancora Advisors's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $3.71K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.