BCS Wealth Management
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BCS Wealth Management’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

BCS Wealth Management’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
Q4 		– Sell
-6,377
Closed -$588K – 358
2025
Q3 		$588K Buy
+6,377
New +$545K 0.13% 137

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Osaic Holdings
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Eastern Bank
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Claris Financial
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
Old Mission Capital
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Split Rock Private Trading & Wealth Management
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Marmo Financial Group
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

BCS Wealth Management's SLVO Position: Q4 2025 in Review

BCS Wealth Management sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q4 2025, closing a stake of 6,377 shares — an estimated $588K sold.

BCS Wealth Management first reported a position in SLVO in Q3 2025 and held it in 1 quarter. The position peaked at $588K in Q3 2025. 35 funds tracked by Wall St. Rank hold SLVO as of Q4 2025.

  • BCS Wealth Management reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q4 2025 after selling out during the quarter.
  • BCS Wealth Management sold 6,377 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q4 2025, an estimated $588K.
  • BCS Wealth Management first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2025 and held it in 1 quarter.
  • BCS Wealth Management's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $588K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q4 2025.

Based on BCS Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.