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Wambolt & Associates’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Wambolt & Associates’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
2023
Q1 		– Sell
-46,854
Closed -$1.3M – 272
2022
Q4 		$1.3M Buy
46,854
+2,892
+7% +$84.2K 0.5% 73
2022
Q3 		$1.32M Buy
+43,962
New +$1.27M 0.56% 59

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wambolt & Associates's UUP Position: Q1 2023 in Review

Wambolt & Associates sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2023, closing a stake of 46,854 shares — an estimated $1.3M sold.

Wambolt & Associates first reported a position in UUP in Q3 2022 and held it in 2 quarters. The position peaked at $1.32M in Q3 2022. 139 funds tracked by Wall St. Rank hold UUP as of Q1 2023.

  • Wambolt & Associates reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • Wambolt & Associates sold 46,854 Invesco DB US Dollar Index Bullish Fund shares in Q1 2023, an estimated $1.3M.
  • Wambolt & Associates first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2022 and held it in 2 quarters.
  • Wambolt & Associates's Invesco DB US Dollar Index Bullish Fund position peaked at $1.32M in Q3 2022.
  • 139 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2023.

Based on Wambolt & Associates's 13F filing for Q1 2023, filed 8 May 2023.