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Lake Point Wealth Management’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Lake Point Wealth Management’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
2022
Q2 		$6K Buy
59
+10
+20% +$1.11K ﹤0.01% 218
2022
Q1 		$5K Buy
49
+4
+9% +$432 ﹤0.01% 247
2021
Q4 		$5K Buy
45
+14
+45% +$1.49K ﹤0.01% 263
2021
Q3 		$3K Buy
31
+1
+3% +$104 ﹤0.01% 298
2021
Q2 		$3K Buy
+30
New +$2.99K ﹤0.01% 310

Other funds holding USOI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Lake Point Wealth Management's USOI Position: Q2 2022 in Review

Lake Point Wealth Management increased its Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) stake by 20% in Q2 2022, buying an estimated $1.11K and bringing the position to 59 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Lake Point Wealth Management first reported a position in USOI in Q2 2021 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold USOI as of Q2 2022.

  • Lake Point Wealth Management held 59 shares of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN worth $6K as of Q2 2022.
  • Lake Point Wealth Management bought 10 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2022, an estimated $1.11K.
  • Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #218 holding.
  • Lake Point Wealth Management first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q2 2021 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.