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 Q2	–	Sell	-2,850	Closed	-$253K	–	3386
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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

SRPTWM

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Mission Financial Group Las Vegas, Nevada $121M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAPTRUST Financial Advisors's SLVO Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q2 2026, closing a stake of 2,850 shares — an estimated $253K sold.

CAPTRUST Financial Advisors first reported a position in SLVO in Q2 2021 and held it in 7 quarters. The position peaked at $253K in Q1 2026. 28 funds tracked by Wall St. Rank hold SLVO as of Q2 2026.

CAPTRUST Financial Advisors reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q2 2026 after selling out during the quarter.
CAPTRUST Financial Advisors sold 2,850 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q2 2026, an estimated $253K.
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 held it in 7 quarters.
CAPTRUST Financial Advisors's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $253K in Q1 2026.
28 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.