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Belpointe Asset Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Belpointe Asset Management’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
2024
Q2 		– Sell
-16,085
Closed -$456K – 939
2024
Q1 		$456K Sell
16,085
-5,441
-25% -$152K 0.03% 456
2023
Q4 		$583K Buy
21,526
+3,439
+19% +$101K 0.05% 325
2023
Q3 		$538K Sell
18,087
-1,878
-9% -$53.9K 0.06% 315
2023
Q2 		$567K Sell
19,965
-40,153
-67% -$1.13M 0.06% 284
2023
Q1 		$1.68M Sell
60,118
-773
-1% -$21.6K 0.09% 233
2022
Q4 		$1.69M Buy
60,891
+8,109
+15% +$236K 0.1% 201
2022
Q3 		$1.59M Buy
52,782
+12,657
+32% +$367K 0.11% 201
2022
Q2 		$1.12M Buy
+40,125
New +$1.1M 0.08% 270
2019
Q1 		– Sell
-8,603
Closed -$219K – 567
2018
Q4 		$219K Buy
8,603
+2,530
+42% +$65K 0.06% 327
2018
Q3 		$153K Buy
+6,073
New +$153K 0.02% 523

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return