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Planning Capital Management Corporation’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$1.85K Buy
+28
New +$1.97K ﹤0.01% 593

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BAM
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HF
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Osaic Holdings
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UBS Group
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return

Planning Capital Management Corporation's USOI Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q3 2024: 28 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings.

17 funds tracked by Wall St. Rank hold USOI as of Q3 2024.

  • Planning Capital Management Corporation held 28 shares of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN worth $1.85K as of Q3 2024.
  • Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN was a new Planning Capital Management Corporation position in Q3 2024.
  • Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #593 holding.
  • 17 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.