Cedar Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Cedar Wealth 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 Q1	–	Sell	-12,732	Closed	-$345K	–	357
2023 Q4	$345K	Hold	12,732	–	–	0.13%	75
2023 Q3	$379K	Sell	12,732 -12,745	-50%	-$366K	0.15%	73
2023 Q2	$723K	Hold	25,477	–	–	0.28%	50
2023 Q1	$710K	Hold	25,477	–	–	0.29%	49
2022 Q4	$709K	Buy	+25,477	New	+$742K	0.35%	42

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CFG

Compton Financial Group Towson, Maryland $453M AUM 12.19% 1-Year Est. Return

Cedar Wealth Management's UUP Position: Q1 2024 in Review

Cedar Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2024, closing a stake of 12,732 shares — an estimated $345K sold.

Cedar Wealth Management first reported a position in UUP in Q4 2022 and held it in 5 quarters. The position peaked at $723K in Q2 2023. 87 funds tracked by Wall St. Rank hold UUP as of Q1 2024.

Cedar Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2024 after selling out during the quarter.
Cedar Wealth Management sold 12,732 Invesco DB US Dollar Index Bullish Fund shares in Q1 2024, an estimated $345K.
Cedar Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2022 and held it in 5 quarters.
Cedar Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $723K in Q2 2023.
87 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2024.

Based on Cedar Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.