Steward Partners Investment Advisory’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Steward Partners Investment Advisory’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
2019 Q4	–	Hold	0	–	–	–	2156
2019 Q3	–	Hold	0	–	–	–	2153
2019 Q2	–	Hold	0	–	–	–	2172
2018 Q3	–	Hold	0	–	–	–	2029
2018 Q2	–	Hold	0	–	–	–	1828
2018 Q1	–	Hold	0	–	–	–	1701
2017 Q4	–	Hold	0	–	–	–	1409
2017 Q3	–	Sell	-62	Closed	-$10.2K	–	1179
2017 Q2	$10K	Sell	62 -6	-9%	-$1.03K	﹤0.01%	1043
2017 Q1	$12K	Buy	+68	New	+$12.1K	﹤0.01%	898
2016 Q4	–	Hold	0	–	–	–	546

Other funds holding SLVO

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Steward Partners Investment Advisory's SLVO Position: Q4 2019 in Review

Steward Partners Investment Advisory held its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) position steady in Q4 2019 at 0 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Steward Partners Investment Advisory first reported a position in SLVO in Q1 2017 and has held it in 2 quarters since. The position peaked at $12K in Q1 2017. 11 funds tracked by Wall St. Rank hold SLVO as of Q4 2019.

Steward Partners Investment Advisory held 0 shares of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 worth $7K as of Q4 2019.
Steward Partners Investment Advisory left its Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 share count unchanged in Q4 2019.
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q4 2019, its #2156 holding.
Steward Partners Investment Advisory first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q1 2017 and has held it in 2 quarters since.
Steward Partners Investment Advisory's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $12K in Q1 2017.
11 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.