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

Navis Wealth Advisors’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 		– Sell
-18,053
Closed -$1.04M – 205
2026
Q1 		$1.04M Buy
+18,053
New +$935K 0.53% 52

Other funds holding USOI

CI
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AP
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Navis Wealth Advisors's USOI Position: Q2 2026 in Review

Navis Wealth Advisors sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2026, closing a stake of 18,053 shares — an estimated $1.04M sold.

Navis Wealth Advisors first reported a position in USOI in Q1 2026 and held it in 1 quarter. The position peaked at $1.04M in Q1 2026. 11 funds tracked by Wall St. Rank hold USOI as of Q2 2026.

  • Navis Wealth Advisors reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 18,053 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2026, an estimated $1.04M.
  • Navis Wealth Advisors first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2026 and held it in 1 quarter.
  • Navis Wealth Advisors's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $1.04M in Q1 2026.
  • 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 Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.