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Belmont Capital’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Belmont Capital’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
2022
Q4 		– Sell
-1
Closed – – 136
2022
Q3 		$0 Hold
1
– – ﹤0.01% 124
2022
Q2 		$0 Hold
1
– – ﹤0.01% 75
2022
Q1 		$0 Buy
+1
New +$26 ﹤0.01% 80

Other funds holding UUP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Belmont Capital's UUP Position: Q4 2022 in Review

Belmont Capital sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2022, closing a stake of 1 share.

Belmont Capital first reported a position in UUP in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 179 funds tracked by Wall St. Rank hold UUP as of Q4 2022.

  • Belmont Capital reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Belmont Capital sold 1 Invesco DB US Dollar Index Bullish Fund share in Q4 2022.
  • Belmont Capital first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2022 and held it in 3 quarters.
  • Belmont Capital's Invesco DB US Dollar Index Bullish Fund position peaked at $0 in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2022.

Based on Belmont Capital's 13F filing for Q4 2022, filed 8 Feb 2023.