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

MBL Wealth’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
Q3 		– Sell
-1,000
Closed -$102K – 174
2022
Q2 		$102K Buy
+1,000
New +$112K 0.03% 143

Other funds holding USOI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MBL Wealth's USOI Position: Q3 2022 in Review

MBL Wealth sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q3 2022, closing a stake of 1,000 shares — an estimated $102K sold.

MBL Wealth first reported a position in USOI in Q2 2022 and held it in 1 quarter. The position peaked at $102K in Q2 2022. 22 funds tracked by Wall St. Rank hold USOI as of Q3 2022.

  • MBL Wealth reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q3 2022 after selling out during the quarter.
  • MBL Wealth sold 1,000 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q3 2022, an estimated $102K.
  • MBL Wealth first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q2 2022 and held it in 1 quarter.
  • MBL Wealth's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $102K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q3 2022.

Based on MBL Wealth's 13F filing for Q3 2022, filed 12 Jan 2023.