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

Atria Wealth Solutions’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
Q4 		– Sell
-6,813
Closed -$448K – 2096
2024
Q3 		$448K Buy
6,813
+504
+8% +$35.5K ﹤0.01% 1295
2024
Q2 		$469K Buy
6,309
+3,493
+124% +$260K 0.01% 1272
2024
Q1 		$217K Buy
+2,816
New +$207K ﹤0.01% 1777
2022
Q3 		– Sell
-934
Closed -$96K – 1860
2022
Q2 		$96K Buy
934
+228
+32% +$25.4K ﹤0.01% 1536
2022
Q1 		$77K Buy
+706
New +$76.2K ﹤0.01% 1681

Other funds holding USOI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's USOI Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q4 2024, closing a stake of 6,813 shares — an estimated $448K sold.

Atria Wealth Solutions first reported a position in USOI in Q1 2022 and held it in 5 quarters. The position peaked at $469K in Q2 2024. 21 funds tracked by Wall St. Rank hold USOI as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,813 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q4 2024, an estimated $448K.
  • Atria Wealth Solutions 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 5 quarters.
  • Atria Wealth Solutions's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $469K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.