Belpointe Asset Management’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Belpointe Asset Management’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
2025 Q1	–	Sell	-3,999	Closed	-$282K	–	1037
2024 Q4	$282K	Sell	3,999 -7	-0.2%	-$456	0.02%	680
2024 Q3	$261K	Sell	4,006 -337	-8%	-$23.7K	0.02%	710
2024 Q2	$323K	Buy	4,343 +213	+5%	+$15.8K	0.02%	567
2024 Q1	$319K	Sell	4,130 -2,733	-40%	-$201K	0.02%	569
2023 Q4	$478K	Sell	6,863 -1,984	-22%	-$151K	0.04%	381
2023 Q3	$745K	Sell	8,847 -866	-9%	-$69.4K	0.08%	251
2023 Q2	$718K	Buy	9,713 +2,723	+39%	+$208K	0.08%	244
2023 Q1	$543K	Buy	6,990 +5,990	+599%	+$480K	0.03%	530
2022 Q4	$83.2K	Buy	+1,000	New	+$85.2K	0.01%	1340

Other funds holding USOI

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Belpointe Asset Management's USOI Position: Q1 2025 in Review

Belpointe Asset Management sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q1 2025, closing a stake of 3,999 shares — an estimated $282K sold.

Belpointe Asset Management first reported a position in USOI in Q4 2022 and held it in 9 quarters. The position peaked at $745K in Q3 2023. 18 funds tracked by Wall St. Rank hold USOI as of Q1 2025.

Belpointe Asset Management reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q1 2025 after selling out during the quarter.
Belpointe Asset Management sold 3,999 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q1 2025, an estimated $282K.
Belpointe Asset Management first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q4 2022 and held it in 9 quarters.
Belpointe Asset Management's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $745K in Q3 2023.
18 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.