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

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-32
Closed -$2.66K – 619
2022
Q4 		$2.66K Buy
+32
New +$2.73K ﹤0.01% 547

Other funds holding USOI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

MinichMacGregor Wealth Management's USOI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q1 2023, closing a stake of 32 shares — an estimated $2.66K sold.

MinichMacGregor Wealth Management first reported a position in USOI in Q4 2022 and held it in 1 quarter. The position peaked at $2.66K in Q4 2022. 20 funds tracked by Wall St. Rank hold USOI as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 32 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q1 2023, an estimated $2.66K.
  • MinichMacGregor Wealth Management first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $2.66K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.