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Sage Capital Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Sage Capital Advisors’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
Q2 		– Sell
-141,332
Closed -$3.77M – 116
2022
Q1 		$3.77M Buy
141,332
+4,191
+3% +$109K 1.53% 23
2021
Q4 		$3.51M Buy
137,141
+728
+0.5% +$18.6K 1.33% 31
2021
Q3 		$3.45M Buy
136,413
+779
+0.6% +$19.4K 1.47% 28
2021
Q2 		$3.38M Buy
135,634
+12,261
+10% +$300K 1.38% 29
2021
Q1 		$3.1M Buy
123,373
+34,893
+39% +$856K 1.39% 31
2020
Q4 		$2.18M Sell
88,480
-530
-0.6% -$13.2K 1.08% 35
2020
Q3 		$2.26M Buy
+89,010
New +$2.26M 1.38% 28

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Morgan Stanley
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Bank of America
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Ameriprise
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LPL Financial
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HighTower Advisors
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3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return