CAPTRUST Financial Advisors’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

CAPTRUST Financial 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
2026 Q1	$253K	Buy	2,850 +380	+15%	+$36.9K	﹤0.01%	2514
2025 Q4	$247K	Buy	+2,470	New	+$235K	﹤0.01%	2386
2022 Q3	–	Sell	-25	Closed	-$2K	–	3740
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	4509
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	4389
2021 Q4	$3K	Hold	25	–	–	﹤0.01%	4305
2021 Q3	$3K	Sell	25 -25	-50%	-$2.79K	﹤0.01%	4148
2021 Q2	$6K	Buy	+50	New	+$6.33K	﹤0.01%	3796

Other funds holding SLVO

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

OFO

OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM

MFG

Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors's SLVO Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) stake by 15% in Q1 2026, buying an estimated $36.9K and bringing the position to 2,850 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

CAPTRUST Financial Advisors first reported a position in SLVO in Q2 2021 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold SLVO as of Q1 2026.

CAPTRUST Financial Advisors held 2,850 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $253K as of Q1 2026.
CAPTRUST Financial Advisors bought 380 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2026, an estimated $36.9K.
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2514 holding.
CAPTRUST Financial Advisors first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q2 2021 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.