AWA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $126M AUM 16.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return