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

Visionary Wealth Advisors’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
2022 Q3	–	Sell	-570	Closed	-$47K	–	442
2022 Q2	$47K	Sell	570 -15	-3%	-$1.4K	﹤0.01%	425
2022 Q1	$61K	Sell	585 -60	-9%	-$6.2K	﹤0.01%	427
2021 Q4	$66K	Sell	645 -50	-7%	-$5.2K	0.01%	374
2021 Q3	$70K	Buy	+695	New	+$77.4K	0.01%	307

Other funds holding SLVO

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

Visionary Wealth Advisors sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2022, closing a stake of 570 shares — an estimated $47K sold.

Visionary Wealth Advisors first reported a position in SLVO in Q3 2021 and held it in 4 quarters. The position peaked at $70K in Q3 2021. 19 funds tracked by Wall St. Rank hold SLVO as of Q3 2022.

Visionary Wealth Advisors reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 570 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q3 2022, an estimated $47K.
Visionary Wealth Advisors first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q3 2021 and held it in 4 quarters.
Visionary Wealth Advisors's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $70K in Q3 2021.
19 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2022.

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