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

Goldstream Capital 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
2022
Q1 		– Sell
-234,644
Closed -$6.01M – 53
2021
Q4 		$6.01M Buy
+234,644
New +$5.99M 1.48% 8

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Goldstream Capital Management's UUP Position: Q1 2022 in Review

Goldstream Capital Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2022, closing a stake of 234,644 shares — an estimated $6.01M sold.

Goldstream Capital Management first reported a position in UUP in Q4 2021 and held it in 1 quarter. The position peaked at $6.01M in Q4 2021. 111 funds tracked by Wall St. Rank hold UUP as of Q1 2022.

  • Goldstream Capital Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2022 after selling out during the quarter.
  • Goldstream Capital Management sold 234,644 Invesco DB US Dollar Index Bullish Fund shares in Q1 2022, an estimated $6.01M.
  • Goldstream Capital Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2021 and held it in 1 quarter.
  • Goldstream Capital Management's Invesco DB US Dollar Index Bullish Fund position peaked at $6.01M in Q4 2021.
  • 111 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2022.

Based on Goldstream Capital Management's 13F filing for Q1 2022, filed 13 May 2022.