Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Carson Wealth (CWM LLC)’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 		– Sell
-3
Closed – – 5781
2025
Q4 		$0 Buy
+3
New +$286 ﹤0.01% 5612
2022
Q1 		– Sell
-101
Closed -$10K – 3844
2021
Q4 		$10K Buy
+101
New +$10.5K ﹤0.01% 2366
2021
Q2 		$4K Hold
33
– – ﹤0.01% 2466
2021
Q1 		$4K Hold
33
– – ﹤0.01% 2466
2020
Q4 		$4K Hold
33
– – ﹤0.01% 2466
2020
Q3 		$4K Hold
33
– – ﹤0.01% 2466
2020
Q2 		$4K Hold
33
– – ﹤0.01% 2464
2020
Q1 		$4K Hold
33
– – ﹤0.01% 2462
2019
Q4 		$4K Hold
33
– – ﹤0.01% 2458
2019
Q3 		$4K Hold
33
– – ﹤0.01% 2459
2019
Q2 		$4K Hold
33
– – ﹤0.01% 2460
2019
Q1 		$4K Buy
+33
New +$4.55K ﹤0.01% 2459

Other funds holding SLVO

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Claris Financial
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Split Rock Private Trading & Wealth Management
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return
Marmo Financial Group
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SLVO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q1 2026, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in SLVO in Q1 2019 and held it in 12 quarters. The position peaked at $10K in Q4 2021. 28 funds tracked by Wall St. Rank hold SLVO as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q1 2019 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $10K in Q4 2021.
  • 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.