B. Riley Wealth Advisors’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

B. Riley Wealth Advisors’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
2024 Q2	–	Sell	-4,296	Closed	-$300K	–	1582
2024 Q1	$300K	Buy	4,296 +500	+13%	+$36K	0.01%	1040
2023 Q4	$280K	Sell	3,796 -500	-12%	-$36.2K	0.01%	1087
2023 Q3	$300K	Sell	4,296 -1,000	-19%	-$74.6K	0.01%	1040
2023 Q2	$389K	Buy	5,296 +1,250	+31%	+$97.6K	0.01%	989
2023 Q1	$329K	Buy	4,046 +200	+5%	+$16.5K	0.01%	1020
2022 Q4	$340K	Sell	3,846 -700	-15%	-$58K	0.01%	976
2022 Q3	$351K	Buy	+4,546	New	+$357K	0.01%	926

Other funds holding SLVO

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

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

OMC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

HWM

HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

B. Riley Wealth Advisors's SLVO Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q2 2024, closing a stake of 4,296 shares — an estimated $300K sold.

B. Riley Wealth Advisors first reported a position in SLVO in Q3 2022 and held it in 7 quarters. The position peaked at $389K in Q2 2023. 8 funds tracked by Wall St. Rank hold SLVO as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,296 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q2 2024, an estimated $300K.
B. Riley Wealth Advisors first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2022 and held it in 7 quarters.
B. Riley Wealth Advisors's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $389K in Q2 2023.
8 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.