Financial Connections Group’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Financial Connections Group’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
2023 Q2	–	Sell	-117	Closed	-$9K	–	268
2023 Q1	$9K	Buy	+117	New	+$9.63K	0.01%	177
2022 Q4	–	Sell	-117	Closed	-$9K	–	248
2022 Q3	$9K	Buy	117 +2	+2%	+$157	0.01%	155
2022 Q2	$9K	Buy	115 +5	+5%	+$468	0.01%	194
2022 Q1	$11K	Buy	110 +4	+4%	+$413	0.01%	187
2021 Q4	$10K	Buy	+106	New	+$11K	0.01%	207

Other funds holding SLVO

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Connections Group's SLVO Position: Q2 2023 in Review

Financial Connections Group sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q2 2023, closing a stake of 117 shares — an estimated $9K sold.

Financial Connections Group first reported a position in SLVO in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 14 funds tracked by Wall St. Rank hold SLVO as of Q2 2023.

Financial Connections Group reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q2 2023 after selling out during the quarter.
Financial Connections Group sold 117 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q2 2023, an estimated $9K.
Financial Connections Group first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2021 and held it in 5 quarters.
Financial Connections Group's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $11K in Q1 2022.
14 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q2 2023.

Based on Financial Connections Group's 13F filing for Q2 2023, filed 14 Jul 2023.