HighMark Wealth Management’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

HighMark Wealth Management’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
2025 Q2	–	Hold	0	–	–	–	610
2025 Q1	–	Hold	0	–	–	–	570
2024 Q4	–	Hold	0	–	–	–	570
2024 Q3	–	Hold	0	–	–	–	589
2024 Q2	–	Hold	0	–	–	–	582
2024 Q1	–	Hold	0	–	–	–	563
2023 Q4	–	Sell	-72	Closed	-$5.21K	–	359
2023 Q3	$5K	Buy	72 +3	+4%	+$224	﹤0.01%	349
2023 Q2	$5.04K	Buy	69 +3	+5%	+$234	﹤0.01%	354
2023 Q1	$5.34K	Buy	66 +4	+6%	+$329	﹤0.01%	386
2022 Q4	$5.53K	Buy	62 +3	+5%	+$248	﹤0.01%	327
2022 Q3	$5K	Buy	59 +1	+2%	+$78	﹤0.01%	346
2022 Q2	$5K	Buy	58 +3	+5%	+$281	﹤0.01%	355
2022 Q1	$6K	Buy	55 +2	+4%	+$207	﹤0.01%	350
2021 Q4	$5K	Buy	53 +1	+2%	+$104	﹤0.01%	368
2021 Q3	$5K	Buy	+52	New	+$5.79K	﹤0.01%	374

Other funds holding SLVO

OMC

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

Claris Financial Glen Allen, Virginia $183M AUM 17.41% 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

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

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

HighMark Wealth Management's SLVO Position: Q2 2025 in Review

HighMark Wealth Management held its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) position steady in Q2 2025 at 0 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #610.

HighMark Wealth Management first reported a position in SLVO in Q3 2021 and has held it in 9 quarters since. The position peaked at $6K in Q1 2022. 19 funds tracked by Wall St. Rank hold SLVO as of Q2 2025.

HighMark Wealth Management held 0 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $34 as of Q2 2025.
HighMark Wealth Management left its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 share count unchanged in Q2 2025.
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2025, its #610 holding.
HighMark Wealth Management first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2021 and has held it in 9 quarters since.
HighMark Wealth Management's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $6K in Q1 2022.
19 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.