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AJ Wealth Strategies’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

AJ Wealth Strategies’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-69,548
Closed -$1.81M – 117
2019
Q1 		$1.81M Hold
69,548
– – 0.3% 35
2018
Q4 		$1.77M Buy
+69,548
New +$1.79M 0.34% 34

Other funds holding UUP

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SCM
Symons Capital Management Pittsburgh, Pennsylvania $156M AUM 9.32% 1-Year Est. Return

AJ Wealth Strategies's UUP Position: Q2 2019 in Review

AJ Wealth Strategies sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2019, closing a stake of 69,548 shares — an estimated $1.81M sold.

AJ Wealth Strategies first reported a position in UUP in Q4 2018 and held it in 2 quarters. The position peaked at $1.81M in Q1 2019. 58 funds tracked by Wall St. Rank hold UUP as of Q2 2019.

  • AJ Wealth Strategies reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2019 after selling out during the quarter.
  • AJ Wealth Strategies sold 69,548 Invesco DB US Dollar Index Bullish Fund shares in Q2 2019, an estimated $1.81M.
  • AJ Wealth Strategies first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2018 and held it in 2 quarters.
  • AJ Wealth Strategies's Invesco DB US Dollar Index Bullish Fund position peaked at $1.81M in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2019.

Based on AJ Wealth Strategies's 13F filing for Q2 2019, filed 19 Aug 2019.