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 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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cavalier Investments's USOI Position: Q1 2026 in Review

Cavalier Investments increased its Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) stake by 8.9% in Q1 2026, buying an estimated $194K and bringing the position to 46,000 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #80.

Cavalier Investments first reported a position in USOI in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.65M in Q2 2022. 13 funds tracked by Wall St. Rank hold USOI as of Q1 2026.

Cavalier Investments held 46,000 shares of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN worth $2.65M as of Q1 2026.
Cavalier Investments bought 3,746 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q1 2026, an estimated $194K.
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN made up 0.07% of Cavalier Investments's portfolio in Q1 2026, its #80 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 5 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.
13 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.