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

Milestone 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
Q2 		– Sell
-510
Closed -$53K – 249
2022
Q1 		$53K Hold
510
– – 0.04% 132
2021
Q4 		$53K Buy
+510
New +$54.3K 0.04% 132

Other funds holding USOI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Milestone Wealth's USOI Position: Q2 2022 in Review

Milestone Wealth sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2022, closing a stake of 510 shares — an estimated $53K sold.

Milestone Wealth first reported a position in USOI in Q4 2021 and held it in 2 quarters. The position peaked at $53K in Q1 2022. 26 funds tracked by Wall St. Rank hold USOI as of Q2 2022.

  • Milestone Wealth reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2022 after selling out during the quarter.
  • Milestone Wealth sold 510 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2022, an estimated $53K.
  • Milestone Wealth first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q4 2021 and held it in 2 quarters.
  • Milestone Wealth's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $53K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.