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JBR Co Financial Management’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

JBR Co Financial Management’s Portfolio GLDI Stock Details GLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,462
Closed -$212K – 98
2023
Q4 		$212K Buy
+1,462
New +$205K 0.2% 83

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CS
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LPL Financial
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

JBR Co Financial Management's GLDI Position: Q1 2024 in Review

JBR Co Financial Management sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q1 2024, closing a stake of 1,462 shares — an estimated $212K sold.

JBR Co Financial Management first reported a position in GLDI in Q4 2023 and held it in 1 quarter. The position peaked at $212K in Q4 2023. 19 funds tracked by Wall St. Rank hold GLDI as of Q1 2024.

  • JBR Co Financial Management reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q1 2024 after selling out during the quarter.
  • JBR Co Financial Management sold 1,462 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q1 2024, an estimated $212K.
  • JBR Co Financial Management first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q4 2023 and held it in 1 quarter.
  • JBR Co Financial Management's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $212K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q1 2024.

Based on JBR Co Financial Management's 13F filing for Q1 2024, filed 9 May 2024.