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Visionary Wealth Advisors’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

Visionary Wealth Advisors’s Portfolio GLDI Stock Details GLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-580
Closed -$91K – 422
2022
Q2 		$91K Buy
+580
New +$94.4K 0.01% 416

Other funds holding GLDI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Visionary Wealth Advisors's GLDI Position: Q3 2022 in Review

Visionary Wealth Advisors sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q3 2022, closing a stake of 580 shares — an estimated $91K sold.

Visionary Wealth Advisors first reported a position in GLDI in Q2 2022 and held it in 1 quarter. The position peaked at $91K in Q2 2022. 25 funds tracked by Wall St. Rank hold GLDI as of Q3 2022.

  • Visionary Wealth Advisors reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q3 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 580 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q3 2022, an estimated $91K.
  • Visionary Wealth Advisors first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q2 2022 and held it in 1 quarter.
  • Visionary Wealth Advisors's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $91K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q3 2022.

Based on Visionary Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.