CF
USOI icon

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

Claris Financial’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
2025
Q2 		– Sell
-11,644
Closed -$762K – 169
2025
Q1 		$762K Hold
11,644
– – 0.5% 48
2024
Q4 		$762K Buy
+11,644
New +$759K 0.5% 48

Other funds holding USOI

RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claris Financial's USOI Position: Q2 2025 in Review

Claris Financial sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2025, closing a stake of 11,644 shares — an estimated $762K sold.

Claris Financial first reported a position in USOI in Q4 2024 and held it in 2 quarters. The position peaked at $762K in Q1 2025. 8 funds tracked by Wall St. Rank hold USOI as of Q2 2025.

  • Claris Financial reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2025 after selling out during the quarter.
  • Claris Financial sold 11,644 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2025, an estimated $762K.
  • Claris Financial first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q4 2024 and held it in 2 quarters.
  • Claris Financial's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $762K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.