American Portfolios Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

American Portfolios 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 Q3	$106K	Buy	3,500 +2,500	+250%	+$72.4K	﹤0.01%	1333
2022 Q2	$28K	Buy	+1,000	New	+$27.4K	﹤0.01%	2060
2022 Q1	–	Sell	-4,323	Closed	-$111K	–	3658
2021 Q4	$111K	Buy	+4,323	New	+$110K	﹤0.01%	1461
2021 Q1	–	Sell	-24	Closed	-$582	–	3322
2020 Q4	$582	Sell	24 -126	-84%	-$3.13K	﹤0.01%	2893
2020 Q3	$3.8K	Sell	150 -107	-42%	-$2.72K	﹤0.01%	2383
2020 Q2	$6.76K	Hold	257	–	–	﹤0.01%	2103
2020 Q1	$6.89K	Sell	257 -200	-44%	-$5.32K	﹤0.01%	1961
2019 Q4	$11.9K	Sell	457 -567	-55%	-$15.2K	﹤0.01%	1928
2019 Q3	$27.8K	Hold	1,024	–	–	﹤0.01%	1530
2019 Q2	$26.6K	Hold	1,024	–	–	﹤0.01%	1552
2019 Q1	$26.7K	Hold	1,024	–	–	﹤0.01%	1462
2018 Q4	$26.1K	Sell	1,024 -179	-15%	-$4.6K	﹤0.01%	1275
2018 Q3	$30.4K	Buy	1,203 +86	+8%	+$2.16K	﹤0.01%	1327
2018 Q2	$27.9K	Hold	1,117	–	–	﹤0.01%	1325
2018 Q1	$26.4K	Hold	1,117	–	–	﹤0.01%	1284
2017 Q4	$26.8K	Buy	+1,117	New	+$27.2K	﹤0.01%	1222

Other funds holding UUP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

American Portfolios Advisors's UUP Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 250% in Q3 2022, buying an estimated $72.4K and bringing the position to 3,500 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

American Portfolios Advisors first reported a position in UUP in Q4 2017 and has held it in 16 quarters since. The position peaked at $111K in Q4 2021. 175 funds tracked by Wall St. Rank hold UUP as of Q3 2022.

American Portfolios Advisors held 3,500 shares of Invesco DB US Dollar Index Bullish Fund worth $106K as of Q3 2022.
American Portfolios Advisors bought 2,500 Invesco DB US Dollar Index Bullish Fund shares in Q3 2022, an estimated $72.4K.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1333 holding.
American Portfolios Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2017 and has held it in 16 quarters since.
American Portfolios Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $111K in Q4 2021.
175 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.