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

Dynamic Advisor Solutions’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
2022 Q3	–	Sell	-1,875	Closed	-$156K	–	738
2022 Q2	$156K	Sell	1,875 -288	-13%	-$27K	0.01%	663
2022 Q1	$225K	Sell	2,163 -50	-2%	-$5.16K	0.02%	648
2021 Q4	$225K	Buy	2,213 +75	+4%	+$7.81K	0.02%	650
2021 Q3	$216K	Sell	2,138 -862	-29%	-$96.1K	0.02%	674
2021 Q2	$365K	Buy	3,000 +937	+45%	+$119K	0.03%	497
2021 Q1	$251K	Buy	2,063 +1,213	+143%	+$158K	0.02%	553
2020 Q4	$112K	Buy	+850	New	+$108K	0.01%	640

Other funds holding SLVO

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dynamic Advisor Solutions's SLVO Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2022, closing a stake of 1,875 shares — an estimated $156K sold.

Dynamic Advisor Solutions first reported a position in SLVO in Q4 2020 and held it in 7 quarters. The position peaked at $365K in Q2 2021. 19 funds tracked by Wall St. Rank hold SLVO as of Q3 2022.

Dynamic Advisor Solutions reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 1,875 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q3 2022, an estimated $156K.
Dynamic Advisor Solutions first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2020 and held it in 7 quarters.
Dynamic Advisor Solutions's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $365K in Q2 2021.
19 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.