HighTower Advisors

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

HighTower Advisors’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
2026 Q1	$10.7K	Buy	12,000 +606	+5%	+$58.8K	﹤0.01%	3783
2025 Q4	$11.4K	Buy	+11,394	New	+$1.09M	﹤0.01%	3635
2021 Q3	–	Sell	-36,000	Closed	-$44K	–	3414
2021 Q2	$44K	Buy	+36,000	New	+$4.56M	﹤0.01%	2904

Other funds holding SLVO

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

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

Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM

Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return