Cavalier Investments’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Cavalier Investments’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
2026 Q2	$1.99M	Hold	46,000	–	–	0.08%	54
2026 Q1	$2.65M	Buy	46,000 +3,746	+9%	+$194K	0.07%	80
2025 Q4	$2M	Buy	+42,254	New	+$2.06M	0.1%	62
2022 Q3	–	Sell	-35,645	Closed	-$3.65M	–	102
2022 Q2	$3.65M	Buy	35,645 +2,579	+8%	+$288K	1.28%	29
2022 Q1	$3.62M	Buy	33,066 +13,323	+67%	+$1.44M	0.95%	38
2021 Q4	$2.05M	Buy	+19,743	New	+$2.1M	0.53%	50

Other funds holding USOI

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cavalier Investments's USOI Position: Q2 2026 in Review

Cavalier Investments held its Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) position steady in Q2 2026 at 46,000 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #54.

Cavalier Investments first reported a position in USOI in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.65M in Q2 2022. 11 funds tracked by Wall St. Rank hold USOI as of Q2 2026.

Cavalier Investments held 46,000 shares of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN worth $1.99M as of Q2 2026.
Cavalier Investments left its Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN share count unchanged in Q2 2026.
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN made up 0.08% of Cavalier Investments's portfolio in Q2 2026, its #54 holding.
Cavalier Investments first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q4 2021 and has held it in 6 quarters since.
Cavalier Investments's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $3.65M in Q2 2022.
11 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.