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

Arkadios 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
2022 Q3	–	Sell	-600	Closed	-$61K	–	574
2022 Q2	$61K	Buy	+600	New	+$66.9K	0.01%	534
2021 Q4	–	Sell	-75	Closed	-$8K	–	1719
2021 Q3	$8K	Sell	75 -13	-15%	-$1.35K	﹤0.01%	1507
2021 Q2	$9K	Buy	+88	New	+$8.76K	﹤0.01%	1577

Other funds holding USOI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Arkadios Wealth Advisors's USOI Position: Q3 2022 in Review

Arkadios Wealth Advisors sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q3 2022, closing a stake of 600 shares — an estimated $61K sold.

Arkadios Wealth Advisors first reported a position in USOI in Q2 2021 and held it in 3 quarters. The position peaked at $61K in Q2 2022. 22 funds tracked by Wall St. Rank hold USOI as of Q3 2022.

Arkadios Wealth Advisors reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q3 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 600 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q3 2022, an estimated $61K.
Arkadios Wealth Advisors first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q2 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $61K in Q2 2022.
22 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q3 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.