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WR Wealth Planners’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.96K Buy
30
+1
+3% +$65 ﹤0.01% 862
2024
Q3 		$1.89K Buy
29
+17
+142% +$1.2K ﹤0.01% 919
2024
Q2 		$892 Hold
12
– – ﹤0.01% 970
2024
Q1 		$926 Buy
+12
New +$882 ﹤0.01% 977

Other funds holding USOI

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's USOI Position: Q4 2024 in Review

WR Wealth Planners increased its Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) stake by 3.4% in Q4 2024, buying an estimated $65 and bringing the position to 30 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

WR Wealth Planners first reported a position in USOI in Q1 2024 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold USOI as of Q4 2024.

  • WR Wealth Planners held 30 shares of Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN worth $1.96K as of Q4 2024.
  • WR Wealth Planners bought 1 Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN share in Q4 2024, an estimated $65.
  • Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #862 holding.
  • WR Wealth Planners first reported a position in Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN in Q1 2024 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.