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WealthPLAN Partners’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-7
Closed -$518 – 1126
2023
Q2 		$518 Hold
7
– – ﹤0.01% 1177
2023
Q1 		$544 Buy
+7
New +$561 ﹤0.01% 1244

Other funds holding USOI

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's USOI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) in Q3 2023, closing a stake of 7 shares — an estimated $518 sold.

WealthPLAN Partners first reported a position in USOI in Q1 2023 and held it in 2 quarters. The position peaked at $544 in Q1 2023. 16 funds tracked by Wall St. Rank hold USOI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 7 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN shares in Q3 2023, an estimated $518.
  • WealthPLAN Partners first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN position peaked at $544 in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.