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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 – 2099
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 – 1958
2022
Q4 		$338K Buy
12,163
+993
+9% +$28.9K 0.01% 1292
2022
Q3 		$337K Buy
+11,170
New +$324K 0.01% 1232

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $936M AUM 19.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return