Mount Yale Investment Advisors’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Mount Yale Investment Advisors’s Portfolio SLVO Stock Details SLVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-23	Closed	-$1.84K	–	1458
2025 Q2	$1.84K	Buy	+23	New	+$1.81K	﹤0.01%	1343

Other funds holding SLVO

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OFO

OneAscent Family Office Birmingham, Alabama $143M AUM 24.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mount Yale Investment Advisors's SLVO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2025, closing a stake of 23 shares — an estimated $1.84K sold.

Mount Yale Investment Advisors first reported a position in SLVO in Q2 2025 and held it in 1 quarter. The position peaked at $1.84K in Q2 2025. 20 funds tracked by Wall St. Rank hold SLVO as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 23 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q3 2025, an estimated $1.84K.
Mount Yale Investment Advisors first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $1.84K in Q2 2025.
20 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.