TD Private Client Wealth’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

TD Private Client Wealth’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
2023 Q1	–	Sell	-570	Closed	-$47.5K	–	1269
2022 Q4	$47.5K	Buy	570 +190	+50%	+$16.2K	﹤0.01%	754
2022 Q3	$31K	Buy	+380	New	+$34.8K	﹤0.01%	828

Other funds holding USOI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

TD Private Client Wealth's USOI Position: Q1 2023 in Review

TD Private Client Wealth sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q1 2023, closing a stake of 570 shares — an estimated $47.5K sold.

TD Private Client Wealth first reported a position in USOI in Q3 2022 and held it in 2 quarters. The position peaked at $47.5K in Q4 2022. 20 funds tracked by Wall St. Rank hold USOI as of Q1 2023.

TD Private Client Wealth reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q1 2023 after selling out during the quarter.
TD Private Client Wealth sold 570 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q1 2023, an estimated $47.5K.
TD Private Client Wealth first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q3 2022 and held it in 2 quarters.
TD Private Client Wealth's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $47.5K in Q4 2022.
20 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.