AAS
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Avantax Advisory Services’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Avantax Advisory Services’s Portfolio SLVO Stock Details SLVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$269K Sell
3,363
-178
-5% -$14K ﹤0.01% 2000
2025
Q1 		$291K Buy
3,541
+614
+21% +$48.5K ﹤0.01% 1848
2024
Q4 		$214K Buy
+2,927
New +$233K ﹤0.01% 2019

Other funds holding SLVO

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Avantax Advisory Services's SLVO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) stake by 5% in Q2 2025, selling an estimated $14K and leaving 3,363 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Avantax Advisory Services first reported a position in SLVO in Q4 2024 and has held it in 3 quarters since. The position peaked at $291K in Q1 2025. 19 funds tracked by Wall St. Rank hold SLVO as of Q2 2025.

  • Avantax Advisory Services held 3,363 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $269K as of Q2 2025.
  • Avantax Advisory Services sold 178 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q2 2025, an estimated $14K.
  • Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2000 holding.
  • Avantax Advisory Services first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $291K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.