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Atria Wealth Solutions’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-10,115
Closed -$285K – 2097
2024
Q3 		$285K Hold
10,115
– – ﹤0.01% 1549
2024
Q2 		$295K Hold
10,115
– – ﹤0.01% 1517
2024
Q1 		$287K Buy
+10,115
New +$282K ﹤0.01% 1579
2023
Q1 		– Sell
-12,163
Closed -$338K – 1957
2022
Q4 		$338K Buy
12,163
+993
+9% +$28.9K 0.01% 1292
2022
Q3 		$337K Buy
+11,170
New +$324K 0.01% 1232

Other funds holding UUP

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's UUP Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2024, closing a stake of 10,115 shares — an estimated $285K sold.

Atria Wealth Solutions first reported a position in UUP in Q3 2022 and held it in 5 quarters. The position peaked at $338K in Q4 2022. 85 funds tracked by Wall St. Rank hold UUP as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,115 Invesco DB US Dollar Index Bullish Fund shares in Q4 2024, an estimated $285K.
  • Atria Wealth Solutions first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Invesco DB US Dollar Index Bullish Fund position peaked at $338K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.