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

LPL 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
2026 Q1	$461K	Buy	5,189 +976	+23%	+$94.7K	﹤0.01%	4834
2025 Q4	$421K	Sell	4,213 -1,268	-23%	-$121K	﹤0.01%	4872
2025 Q3	$506K	Buy	5,481 +2,972	+118%	+$254K	﹤0.01%	4616
2025 Q2	$201K	Buy	+2,509	New	+$197K	﹤0.01%	5086
2024 Q2	–	Sell	-5,459	Closed	-$410K	–	5120
2024 Q1	$410K	Buy	5,459 +375	+7%	+$27K	﹤0.01%	3938
2023 Q4	$376K	Buy	5,084 +250	+5%	+$18.1K	﹤0.01%	3903
2023 Q3	$337K	Buy	+4,834	New	+$361K	﹤0.01%	3817
2022 Q3	–	Sell	-2,407	Closed	-$200K	–	4507
2022 Q2	$200K	Sell	2,407 -181	-7%	-$16.9K	﹤0.01%	3947
2022 Q1	$270K	Sell	2,588 -203	-7%	-$21K	﹤0.01%	3644
2021 Q4	$284K	Buy	2,791 +1,075	+63%	+$112K	﹤0.01%	3714
2021 Q3	$174K	Buy	1,716 +1,043	+155%	+$116K	﹤0.01%	4031
2021 Q2	$82K	Buy	673 +2	+0.3%	+$253	﹤0.01%	4089
2021 Q1	$82K	Buy	671 +4	+0.6%	+$522	﹤0.01%	3952
2020 Q4	$88K	Buy	667 +135	+25%	+$17.2K	﹤0.01%	3694
2020 Q3	$66K	Buy	+532	New	+$73.3K	﹤0.01%	3412

Other funds holding SLVO

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

BAM

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

OFO

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

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $129M AUM

MFG

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

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

KAS

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

LPL Financial's SLVO Position: Q1 2026 in Review

LPL Financial increased its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) stake by 23% in Q1 2026, buying an estimated $94.7K and bringing the position to 5,189 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #4834.

LPL Financial first reported a position in SLVO in Q3 2020 and has held it in 15 quarters since. The position peaked at $506K in Q3 2025. 28 funds tracked by Wall St. Rank hold SLVO as of Q1 2026.

LPL Financial held 5,189 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $461K as of Q1 2026.
LPL Financial bought 976 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2026, an estimated $94.7K.
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4834 holding.
LPL Financial first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2020 and has held it in 15 quarters since.
LPL Financial's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $506K in Q3 2025.
28 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.