Wagner Wealth Management (South Carolina)’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-34	Closed	-$3K	–	623
2022 Q3	$3K	Sell	34 -1	-3%	-$78	﹤0.01%	587
2022 Q2	$3K	Buy	+35	New	+$3.28K	﹤0.01%	594
2022 Q1	–	Sell	-105	Closed	-$11K	–	586
2021 Q4	$11K	Hold	105	–	–	0.01%	482
2021 Q3	$11K	Sell	105 -48	-31%	-$5.35K	0.01%	461
2021 Q2	$19K	Sell	153 -35	-19%	-$4.43K	0.01%	396
2021 Q1	$23K	Buy	+188	New	+$24.5K	0.02%	340

Other funds holding SLVO

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

OMC

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

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

BRWA

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SLVO Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q4 2022, closing a stake of 34 shares — an estimated $3K sold.

Wagner Wealth Management (South Carolina) first reported a position in SLVO in Q1 2021 and held it in 6 quarters. The position peaked at $23K in Q1 2021. 18 funds tracked by Wall St. Rank hold SLVO as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 34 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q4 2022, an estimated $3K.
Wagner Wealth Management (South Carolina) first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $23K in Q1 2021.
18 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.