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

Creative Planning’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
2023
Q2 		– Sell
-2,660
Closed -$207K – 2840
2023
Q1 		$207K Buy
+2,660
New +$213K ﹤0.01% 2112

Other funds holding USOI

Jane Street
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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's USOI Position: Q2 2023 in Review

Creative Planning sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2023, closing a stake of 2,660 shares — an estimated $207K sold.

Creative Planning first reported a position in USOI in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 18 funds tracked by Wall St. Rank hold USOI as of Q2 2023.

  • Creative Planning reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2023 after selling out during the quarter.
  • Creative Planning sold 2,660 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2023, an estimated $207K.
  • Creative Planning first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2023 and held it in 1 quarter.
  • Creative Planning's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $207K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.