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

Capital Wealth Planning’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
2021
Q3 		– Sell
-82,647
Closed -$2.05M – 149
2021
Q2 		$2.05M Buy
+82,647
New +$2.02M 0.06% 40

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capital Wealth Planning's UUP Position: Q3 2021 in Review

Capital Wealth Planning sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2021, closing a stake of 82,647 shares — an estimated $2.05M sold.

Capital Wealth Planning first reported a position in UUP in Q2 2021 and held it in 1 quarter. The position peaked at $2.05M in Q2 2021. 59 funds tracked by Wall St. Rank hold UUP as of Q3 2021.

  • Capital Wealth Planning reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 82,647 Invesco DB US Dollar Index Bullish Fund shares in Q3 2021, an estimated $2.05M.
  • Capital Wealth Planning first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2021 and held it in 1 quarter.
  • Capital Wealth Planning's Invesco DB US Dollar Index Bullish Fund position peaked at $2.05M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2021.

Based on Capital Wealth Planning's 13F filing for Q3 2021, filed 3 Nov 2021.