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

Lee Financial’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
2024
Q1 		– Sell
-945
Closed -$69.8K – 710
2023
Q4 		$69.8K Hold
945
– – 0.01% 202
2023
Q3 		$66K Hold
945
– – 0.01% 193
2023
Q2 		$69.4K Hold
945
– – 0.01% 194
2023
Q1 		$76.8K Hold
945
– – 0.01% 202
2022
Q4 		$83.5K Hold
945
– – 0.01% 213
2022
Q3 		$73K Buy
+945
New +$74.2K 0.01% 220

Other funds holding SLVO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Lee Financial's SLVO Position: Q1 2024 in Review

Lee Financial sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q1 2024, closing a stake of 945 shares — an estimated $69.8K sold.

Lee Financial first reported a position in SLVO in Q3 2022 and held it in 6 quarters. The position peaked at $83.5K in Q4 2022. 14 funds tracked by Wall St. Rank hold SLVO as of Q1 2024.

  • Lee Financial reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 945 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2024, an estimated $69.8K.
  • Lee Financial first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2022 and held it in 6 quarters.
  • Lee Financial's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $83.5K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.