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

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return

Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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.