Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
UUP holding history
Invesco DB US Dollar Index Bullish Fund in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UUP overviewAll 13F holders of UUPFull Q4 2024 holdings
- Shares (Q4 2024)
- 173,608
- Value
- $5.11M
- % of portfolio
- 0.4%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 173,608 | $5.11M | 0.4% | +173,608 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −212,105−100.0% | Sold out | Holders |
| Q4 2022 | 212,105 | $5.90M | 0.7% | +205,427+3,076.2% | Added | Holders |
| Q3 2022 | 6,678 | $6.68M | 1.0% | −223,401−97.1% | Reduced | Holders |
| Q2 2022 | 230,079 | $6.43M | 0.9% | +80,730+54.1% | Added | Holders |
| Q1 2022 | 149,349 | $3.93M | 0.4% | +149,349 | New | Holders |