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

WJ 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
2022
Q4 		– Sell
-115,436
Closed -$3.48M – 57
2022
Q3 		$3.48M Buy
+115,436
New +$3.35M 2.18% 16

Other funds holding UUP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

WJ Wealth Management's UUP Position: Q4 2022 in Review

WJ Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2022, closing a stake of 115,436 shares — an estimated $3.48M sold.

WJ Wealth Management first reported a position in UUP in Q3 2022 and held it in 1 quarter. The position peaked at $3.48M in Q3 2022. 179 funds tracked by Wall St. Rank hold UUP as of Q4 2022.

  • WJ Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • WJ Wealth Management sold 115,436 Invesco DB US Dollar Index Bullish Fund shares in Q4 2022, an estimated $3.48M.
  • WJ Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2022 and held it in 1 quarter.
  • WJ Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $3.48M in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2022.

Based on WJ Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.