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

Principal Securities’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
2024
Q2 		– Sell
-99
Closed -$7.44K – 3471
2024
Q1 		$7.44K Sell
99
-799
-89% -$57.5K ﹤0.01% 2473
2023
Q4 		$66.3K Buy
+898
New +$64.9K ﹤0.01% 1355

Other funds holding SLVO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

Principal Securities's SLVO Position: Q2 2024 in Review

Principal Securities sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q2 2024, closing a stake of 99 shares — an estimated $7.44K sold.

Principal Securities first reported a position in SLVO in Q4 2023 and held it in 2 quarters. The position peaked at $66.3K in Q4 2023. 8 funds tracked by Wall St. Rank hold SLVO as of Q2 2024.

  • Principal Securities reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q2 2024 after selling out during the quarter.
  • Principal Securities sold 99 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q2 2024, an estimated $7.44K.
  • Principal Securities first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2023 and held it in 2 quarters.
  • Principal Securities's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $66.3K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.