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

DCM Advisors’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
2022 Q1	–	Sell	-1,553	Closed	-$161K	–	226
2021 Q4	$161K	Sell	1,553 -3,435	-69%	-$366K	0.05%	199
2021 Q3	$536K	Sell	4,988 -90	-2%	-$9.33K	0.21%	130
2021 Q2	$539K	Buy	5,078 +238	+5%	+$23.7K	0.31%	104
2021 Q1	$455K	Buy	4,840 +2,915	+151%	+$285K	0.26%	121
2020 Q4	$180K	Buy	+1,925	New	+$171K	0.1%	185

Other funds holding USOI

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

DCM Advisors's USOI Position: Q1 2022 in Review

DCM Advisors sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q1 2022, closing a stake of 1,553 shares — an estimated $161K sold.

DCM Advisors first reported a position in USOI in Q4 2020 and held it in 5 quarters. The position peaked at $539K in Q2 2021. 18 funds tracked by Wall St. Rank hold USOI as of Q1 2022.

DCM Advisors reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q1 2022 after selling out during the quarter.
DCM Advisors sold 1,553 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q1 2022, an estimated $161K.
DCM Advisors first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q4 2020 and held it in 5 quarters.
DCM Advisors's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $539K in Q2 2021.
18 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q1 2022.

Based on DCM Advisors's 13F filing for Q1 2022, filed 9 May 2022.