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Plante Moran Financial Advisors’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Plante Moran Financial 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
2024
Q2 		– Sell
-1,200
Closed -$92.6K – 889
2024
Q1 		$92.6K Buy
+1,200
New +$88.2K 0.01% 258

Other funds holding USOI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Plante Moran Financial Advisors's USOI Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q2 2024, closing a stake of 1,200 shares — an estimated $92.6K sold.

Plante Moran Financial Advisors first reported a position in USOI in Q1 2024 and held it in 1 quarter. The position peaked at $92.6K in Q1 2024. 22 funds tracked by Wall St. Rank hold USOI as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,200 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q2 2024, an estimated $92.6K.
  • Plante Moran Financial Advisors first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $92.6K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.