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

IFP 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
2023 Q1	–	Sell	-35	Closed	-$3K	–	4290
2022 Q4	$3K	Sell	35 -9,683	-100%	-$802K	﹤0.01%	4059
2022 Q3	$74K	Buy	9,718 +9,199	+1,772%	+$722K	﹤0.01%	2077
2022 Q2	$78K	Hold	519	–	–	﹤0.01%	1864
2022 Q1	$78K	Buy	519 +384	+284%	+$39.7K	﹤0.01%	1864
2021 Q4	$14K	Sell	135 -300	-69%	-$31.2K	﹤0.01%	2100
2021 Q3	$44K	Hold	435	–	–	﹤0.01%	1637
2021 Q2	$52K	Buy	435 +135	+45%	+$17.1K	﹤0.01%	1507
2021 Q1	$36K	Buy	+300	New	+$39.1K	﹤0.01%	1592
2018 Q3	–	Sell	-135	Closed	-$20K	–	4000
2018 Q2	$20K	Hold	135	–	–	﹤0.01%	2475
2018 Q1	$21K	Hold	135	–	–	﹤0.01%	2364
2017 Q4	$21K	Sell	135 -125	-48%	-$19.7K	﹤0.01%	2400
2017 Q3	$41K	Hold	260	–	–	﹤0.01%	2116
2017 Q2	$43K	Sell	260 -126	-33%	-$21.7K	﹤0.01%	2071
2017 Q1	$71K	Hold	386	–	–	﹤0.01%	1715
2016 Q4	$63K	Buy	386 +261	+209%	+$46.4K	﹤0.01%	1745
2016 Q3	$25K	Buy	+125	New	+$25.9K	﹤0.01%	2270

Other funds holding SLVO

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

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

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

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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

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

BAM

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

IFP Advisors's SLVO Position: Q1 2023 in Review

IFP Advisors sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q1 2023, closing a stake of 35 shares — an estimated $3K sold.

IFP Advisors first reported a position in SLVO in Q3 2016 and held it in 16 quarters. The position peaked at $78K in Q2 2022. 20 funds tracked by Wall St. Rank hold SLVO as of Q1 2023.

IFP Advisors reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 35 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2023, an estimated $3K.
IFP Advisors first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2016 and held it in 16 quarters.
IFP Advisors's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $78K in Q2 2022.
20 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.