Anchor Investment Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Anchor Investment 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
2024 Q2	–	Sell	-100	Closed	-$2.84K	–	1063
2024 Q1	$2.84K	Hold	100	–	–	﹤0.01%	911
2023 Q4	$2.71K	Hold	100	–	–	﹤0.01%	859
2023 Q3	$2.97K	Hold	100	–	–	﹤0.01%	872
2023 Q2	$2.84K	Hold	100	–	–	﹤0.01%	869
2023 Q1	$2.79K	Buy	+100	New	+$2.79K	﹤0.01%	881
2017 Q4	–	Sell	-465	Closed	-$11.2K	–	821
2017 Q3	$11.2K	Buy	+465	New	+$11.3K	﹤0.01%	607

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Anchor Investment Management's UUP Position: Q2 2024 in Review

Anchor Investment Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2024, closing a stake of 100 shares — an estimated $2.84K sold.

Anchor Investment Management first reported a position in UUP in Q3 2017 and held it in 6 quarters. The position peaked at $11.2K in Q3 2017. 92 funds tracked by Wall St. Rank hold UUP as of Q2 2024.

Anchor Investment Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2024 after selling out during the quarter.
Anchor Investment Management sold 100 Invesco DB US Dollar Index Bullish Fund shares in Q2 2024, an estimated $2.84K.
Anchor Investment Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2017 and held it in 6 quarters.
Anchor Investment Management's Invesco DB US Dollar Index Bullish Fund position peaked at $11.2K in Q3 2017.
92 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.