Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETNUSOI
USOI
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
272% more capital invested
Capital invested by funds: $1.73M [Q3] → $6.44M (+$4.71M) [Q4]
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
18% more funds holding
Funds holding: 17 [Q3] → 20 (+3) [Q4]
7.77% more ownership
Funds ownership: 2.88% [Q3] → 10.65% (+7.77%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for USOI.
Financial journalist opinion
Neutral
Seeking Alpha
1 week ago
My Income Portfolio: Financial Awareness
The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the selection of the most appropriate tools for developing that awareness. In my case, the instruments I have adopted are largely high-income vehicles, with monthly and, in some cases, quarterly distribution.
Neutral
Business Wire
1 week ago
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) b HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B 2/28/25 3/13.
Positive
Seeking Alpha
1 month ago
My 9.5% Income Portfolio-Like Mosaic Tiles
Our investments, usually conceived and implemented gradually over time, are the pieces of a personal mosaic that form the whole of our assets. One solution for entering the financial markets can be Dollar-Cost Averaging (DCA), a form of investing a constant amount at regular intervals. However, initiating a plan to buy stocks according to the logic of DCA presupposes awareness of the fluctuations in financial markets and their psychological implications.
Positive
Seeking Alpha
2 months ago
USOI: Bullish Oil Technicals, Strong Seasonality, Mixed Fundamentals (Rating Upgrade)
I have a buy rating on USOI due to its covered-call strategy on oil, offering a conservative approach amid mixed fundamentals and bullish seasonality and potential on the WTI chart.
Neutral
Business Wire
2 months ago
UBS Declares Coupon Payments on 12 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 9 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) MLPBb ETRACS Alerian MLP Infrastructure Index ETN Series B 12/30/2024 1/13/2025 1/13/2025 1/22/.
Positive
Seeking Alpha
2 months ago
My 9.5% Income Portfolio: Better With Less, But Better
Risk is the probability of a negative event in the future. An abstract concept that is not measurable; otherwise it would not be risk. Ascertaining value is the first step in controlling risk, that is, in reducing the possibility of incurring losses that cannot be predicted in advance. My choice to invest in securities with positive NAV performance over time is a way to try to control risk.
Positive
Seeking Alpha
3 months ago
My 9.5% Income Portfolio CEFs And Classic Cars
Closed-end funds are special income vehicles, with many positive aspects and just as many weaknesses that take time to be properly understood and evaluated. I discovered their existence about ten years ago, and over time, I became convinced of their worth by developing a personal method of selection based mainly on NAV performance. This is an analytical, data-driven approach which I then extended to other types of securities in my portfolio, namely ETFs and BDCs.
Neutral
Business Wire
4 months ago
UBS Declares Coupon Payments on 8 ETRACS Exchange Traded Notes
NEW YORK--(BUSINESS WIRE)--UBS Investment Bank today announced coupon payments for 5 ETRACS Exchange Traded Notes traded on the NYSE Arca and expected coupon payments for 3 ETRACS Exchange Traded Notes traded on NASDAQ (together, the “ETNs”). NYSE Ticker ETN Name and Prospectus Supplementa Coupon Valuation Date Ex-Date Record Date Payment Date Coupon Amount Payment Schedule Current Yield (annualized) b HDLB ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B 10/30/2024 1.
Neutral
Seeking Alpha
4 months ago
Is USOI A Winner? Unveiling The Income Potential And Risks Of This Oil ETN
USOI offers high monthly income through a covered call strategy on the USO ETF. Backwardation in oil futures helps USOI generate income. USOI is best suited for income-focused investors with a short-term horizon who are comfortable with the risks.
Neutral
Seeking Alpha
5 months ago
My 9.5% Income Portfolio-Fifty Shades Of Blue
My portfolio includes CEFs, ETFs, a few BDCs and an ETN, for whose selection I have developed over the years a criterion based mainly on NAV performance. In this article, however, I decided to focus on the price of each security in my portfolio, comparing it with the lows and highs touched throughout its history. An overview of the path each one has taken from launch to current market quotation with a personal assessment of the possible room for maneuver from those values.
Charts implemented using Lightweight Charts™