Carmel Capital Partners’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Carmel Capital Partners’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
2023 Q4	–	Sell	-50	Closed	-$3.49K	–	601
2023 Q3	$3.49K	Hold	50	–	–	﹤0.01%	587
2023 Q2	$3.67K	Hold	50	–	–	﹤0.01%	333
2023 Q1	$4.07K	Buy	+50	New	+$4.11K	﹤0.01%	373

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

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Carmel Capital Partners's SLVO Position: Q4 2023 in Review

Carmel Capital Partners sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q4 2023, closing a stake of 50 shares — an estimated $3.49K sold.

Carmel Capital Partners first reported a position in SLVO in Q1 2023 and held it in 3 quarters. The position peaked at $4.07K in Q1 2023. 15 funds tracked by Wall St. Rank hold SLVO as of Q4 2023.

Carmel Capital Partners reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 50 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q4 2023, an estimated $3.49K.
Carmel Capital Partners first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $4.07K in Q1 2023.
15 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.