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

Claris Financial’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 		$1.25M Buy
14,095
+2,377
+20% +$231K 0.69% 35
2025
Q4 		$1.17M Sell
11,718
-2,289
-16% -$218K 0.62% 39
2025
Q3 		$1.29M Sell
14,007
-5,523
-28% -$472K 0.73% 29
2025
Q2 		$1.56M Buy
+19,530
New +$1.54M 1.18% 19

Other funds holding SLVO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Claris Financial's SLVO Position: Q1 2026 in Review

Claris Financial increased its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) stake by 20% in Q1 2026, buying an estimated $231K and bringing the position to 14,095 shares worth $1.25M. The position accounts for 0.69% of the portfolio, ranked #35.

Claris Financial first reported a position in SLVO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q2 2025. 28 funds tracked by Wall St. Rank hold SLVO as of Q1 2026.

  • Claris Financial held 14,095 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $1.25M as of Q1 2026.
  • Claris Financial bought 2,377 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2026, an estimated $231K.
  • Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up 0.69% of Claris Financial's portfolio in Q1 2026, its #35 holding.
  • Claris Financial first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q2 2025 and has held it in 4 quarters since.
  • Claris Financial's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $1.56M in Q2 2025.
  • 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 Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.