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Mather Group’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Mather Group’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
2025
Q2 		– Sell
-2
Closed -$123 – 1660
2025
Q1 		$123 Hold
2
– – ﹤0.01% 1754
2024
Q4 		$131 Hold
2
– – ﹤0.01% 1714
2024
Q3 		$130 Hold
2
– – ﹤0.01% 1674
2024
Q2 		$154 Hold
2
– – ﹤0.01% 2134
2024
Q1 		$139 Buy
+2
New +$147 ﹤0.01% 1728

Other funds holding USOI

RA
RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mather Group's USOI Position: Q2 2025 in Review

Mather Group sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2025, closing a stake of 2 shares — an estimated $123 sold.

Mather Group first reported a position in USOI in Q1 2024 and held it in 5 quarters. The position peaked at $154 in Q2 2024. 8 funds tracked by Wall St. Rank hold USOI as of Q2 2025.

  • Mather Group reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 2 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2025, an estimated $123.
  • Mather Group first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2024 and held it in 5 quarters.
  • Mather Group's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $154 in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.