Arkadios Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Arkadios Wealth 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
2023 Q2	–	Sell	-10,202	Closed	-$284K	–	640
2023 Q1	$284K	Sell	10,202 -3,793	-27%	-$106K	0.03%	452
2022 Q4	$389K	Buy	13,995 +1,925	+16%	+$56.1K	0.05%	339
2022 Q3	$364K	Buy	12,070 +856	+8%	+$24.8K	0.06%	339
2022 Q2	$314K	Sell	11,214 -10,442	-48%	-$286K	0.05%	386
2022 Q1	$570K	Buy	21,656 +3,769	+21%	+$97.8K	0.07%	286
2021 Q4	$458K	Buy	+17,887	New	+$456K	0.06%	348

Other funds holding UUP

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Arkadios Wealth Advisors's UUP Position: Q2 2023 in Review

Arkadios Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 10,202 shares — an estimated $284K sold.

Arkadios Wealth Advisors first reported a position in UUP in Q4 2021 and held it in 6 quarters. The position peaked at $570K in Q1 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

Arkadios Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,202 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $284K.
Arkadios Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2021 and held it in 6 quarters.
Arkadios Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $570K in Q1 2022.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.