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

IHT 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
2018
Q2 		– Sell
-122
Closed -$3K – 1321
2018
Q1 		$3K Hold
122
– – ﹤0.01% 1453
2017
Q4 		$3K Buy
+122
New +$2.97K ﹤0.01% 1444

Other funds holding UUP

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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

IHT Wealth Management's UUP Position: Q2 2018 in Review

IHT Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2018, closing a stake of 122 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in UUP in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 71 funds tracked by Wall St. Rank hold UUP as of Q2 2018.

  • IHT Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 122 Invesco DB US Dollar Index Bullish Fund shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $3K in Q1 2018.
  • 71 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.