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

Stephens Inc’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
2023
Q1 		– Sell
-7,780
Closed -$688K – 1239
2022
Q4 		$688K Buy
+7,780
New +$644K 0.01% 600

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CS
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DBT
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BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Stephens Inc's SLVO Position: Q1 2023 in Review

Stephens Inc sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q1 2023, closing a stake of 7,780 shares — an estimated $688K sold.

Stephens Inc first reported a position in SLVO in Q4 2022 and held it in 1 quarter. The position peaked at $688K in Q4 2022. 20 funds tracked by Wall St. Rank hold SLVO as of Q1 2023.

  • Stephens Inc reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q1 2023 after selling out during the quarter.
  • Stephens Inc sold 7,780 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2023, an estimated $688K.
  • Stephens Inc first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2022 and held it in 1 quarter.
  • Stephens Inc's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $688K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q1 2023.

Based on Stephens Inc's 13F filing for Q1 2023, filed 15 May 2023.