Ground Swell Capital’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Ground Swell Capital’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 Q3	–	Sell	-592	Closed	-$61K	–	189
2022 Q2	$61K	Buy	592 +79	+15%	+$8.81K	0.11%	98
2022 Q1	$56K	Buy	+513	New	+$55.3K	0.14%	52
2021 Q2	–	Sell	-907	Closed	-$85K	–	146
2021 Q1	$85K	Buy	+907	New	+$88.8K	0.27%	79

Other funds holding USOI

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OMC

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

UIC

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

AWA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Ground Swell Capital's USOI Position: Q3 2022 in Review

Ground Swell Capital sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q3 2022, closing a stake of 592 shares — an estimated $61K sold.

Ground Swell Capital first reported a position in USOI in Q1 2021 and held it in 3 quarters. The position peaked at $85K in Q1 2021. 22 funds tracked by Wall St. Rank hold USOI as of Q3 2022.

Ground Swell Capital reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q3 2022 after selling out during the quarter.
Ground Swell Capital sold 592 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q3 2022, an estimated $61K.
Ground Swell Capital first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2021 and held it in 3 quarters.
Ground Swell Capital's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $85K in Q1 2021.
22 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q3 2022.

Based on Ground Swell Capital's 13F filing for Q3 2022, filed 14 Nov 2022.