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

Marmo Financial Group’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 		$579K Sell
6,516
-195
-3% -$18.9K 0.29% 25
2025
Q4 		$670K Buy
+6,711
New +$640K 0.32% 23

Other funds holding SLVO

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Claris Financial
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
OneAscent Family Office
OneAscent Family Office Birmingham, Alabama $242M AUM 28.09% 1-Year Est. Return
Split Rock Private Trading & Wealth Management
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marmo Financial Group's SLVO Position: Q1 2026 in Review

Marmo Financial Group reduced its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) stake by 2.9% in Q1 2026, selling an estimated $18.9K and leaving 6,516 shares worth $579K. The position accounts for 0.29% of the portfolio, ranked #25.

Marmo Financial Group first reported a position in SLVO in Q4 2025 and has held it in 2 quarters since. The position peaked at $670K in Q4 2025. 28 funds tracked by Wall St. Rank hold SLVO as of Q1 2026.

  • Marmo Financial Group held 6,516 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $579K as of Q1 2026.
  • Marmo Financial Group sold 195 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2026, an estimated $18.9K.
  • Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up 0.29% of Marmo Financial Group's portfolio in Q1 2026, its #25 holding.
  • Marmo Financial Group first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2025 and has held it in 2 quarters since.
  • Marmo Financial Group's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $670K in Q4 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 Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.