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

Harbour Investments’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
2025 Q2	–	Sell	-9	Closed	-$552	–	3726
2025 Q1	$552	Hold	9	–	–	﹤0.01%	3327
2024 Q4	$589	Hold	9	–	–	﹤0.01%	3253
2024 Q3	$586	Hold	9	–	–	﹤0.01%	3180
2024 Q2	$669	Hold	9	–	–	﹤0.01%	3051
2024 Q1	$694	Hold	9	–	–	﹤0.01%	2991
2023 Q4	$627	Hold	9	–	–	﹤0.01%	2892
2023 Q3	$758	Hold	9	–	–	﹤0.01%	2749
2023 Q2	$666	Hold	9	–	–	﹤0.01%	2770
2023 Q1	$700	Hold	9	–	–	﹤0.01%	2753
2022 Q4	$744	Sell	9 -198	-96%	-$16.9K	﹤0.01%	2741
2022 Q3	$1K	Buy	207 +197	+1,970%	+$18K	﹤0.01%	2670
2022 Q2	$1K	Buy	+10	New	+$1.11K	﹤0.01%	2670

Other funds holding USOI

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

Harbour Investments's USOI Position: Q2 2025 in Review

Harbour Investments sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2025, closing a stake of 9 shares — an estimated $552 sold.

Harbour Investments first reported a position in USOI in Q2 2022 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 8 funds tracked by Wall St. Rank hold USOI as of Q2 2025.

Harbour Investments reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 9 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2025, an estimated $552.
Harbour Investments first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q2 2022 and held it in 12 quarters.
Harbour Investments's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $1K in Q3 2022.
8 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.