OneAscent Family Office’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

OneAscent Family Office’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
2026 Q2	–	Sell	-12,162	Closed	-$1.08M	–	265
2026 Q1	$1.08M	Buy	12,162 +4,490	+59%	+$436K	0.75%	29
2025 Q4	$766K	Buy	7,672 +705	+10%	+$67.2K	0.52%	45
2025 Q3	$643K	Buy	+6,967	New	+$596K	0.52%	49

Other funds holding SLVO

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Mission Financial Group Las Vegas, Nevada $121M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OneAscent Family Office's SLVO Position: Q2 2026 in Review

OneAscent Family Office sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q2 2026, closing a stake of 12,162 shares — an estimated $1.08M sold.

OneAscent Family Office first reported a position in SLVO in Q3 2025 and held it in 3 quarters. The position peaked at $1.08M in Q1 2026. 28 funds tracked by Wall St. Rank hold SLVO as of Q2 2026.

OneAscent Family Office reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q2 2026 after selling out during the quarter.
OneAscent Family Office sold 12,162 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q2 2026, an estimated $1.08M.
OneAscent Family Office first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2025 and held it in 3 quarters.
OneAscent Family Office's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $1.08M in Q1 2026.
28 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.