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

Morgan Stanley’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
2026 Q2	$8.75K	Buy	202 +201	+20,100%	+$11K	﹤0.01%	7085
2026 Q1	$58	Hold	1	–	–	﹤0.01%	7916
2025 Q4	$47	Sell	1 -176	-99%	-$8.57K	﹤0.01%	7880
2025 Q3	$9.03K	Hold	177	–	–	﹤0.01%	6929
2025 Q2	$9.49K	Buy	177 +25	+16%	+$1.37K	﹤0.01%	6870
2025 Q1	$9.32K	Sell	152 -134	-47%	-$8.44K	﹤0.01%	6824
2024 Q4	$18.7K	Buy	286 +135	+89%	+$8.8K	﹤0.01%	6590
2024 Q3	$9.83K	Sell	151 -50	-25%	-$3.52K	﹤0.01%	6725
2024 Q2	$14.9K	Hold	201	–	–	﹤0.01%	6548
2024 Q1	$15.5K	Buy	201 +150	+294%	+$11K	﹤0.01%	6564
2023 Q4	$3.55K	Sell	51 -46	-47%	-$3.51K	﹤0.01%	6916
2023 Q3	$8.17K	Buy	97 +50	+106%	+$4.01K	﹤0.01%	6797
2023 Q2	$3.48K	Hold	47	–	–	﹤0.01%	7065
2023 Q1	$3.65K	Hold	47	–	–	﹤0.01%	7125
2022 Q4	$3.91K	Hold	47	–	–	﹤0.01%	7213
2022 Q3	$4K	Buy	+47	New	+$4.3K	﹤0.01%	7326
2021 Q4	–	Sell	-5	Closed	-$1K	–	8115
2021 Q3	$1K	Buy	+5	New	+$518	﹤0.01%	7806

Other funds holding USOI

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's USOI Position: Q2 2026 in Review

Morgan Stanley increased its Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) stake by 20,100% in Q2 2026, buying an estimated $11K and bringing the position to 202 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #7085.

Morgan Stanley first reported a position in USOI in Q3 2021 and has held it in 17 quarters since. The position peaked at $18.7K in Q4 2024. 11 funds tracked by Wall St. Rank hold USOI as of Q2 2026.

Morgan Stanley held 202 shares of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN worth $8.75K as of Q2 2026.
Morgan Stanley bought 201 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2026, an estimated $11K.
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7085 holding.
Morgan Stanley first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q3 2021 and has held it in 17 quarters since.
Morgan Stanley's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $18.7K in Q4 2024.
11 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.