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Atwood & Palmer’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-600
Closed -$17.5K – 491
2024
Q2 		$17.5K Buy
+600
New +$17.2K ﹤0.01% 308

Other funds holding UUP

Morgan Stanley
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Atwood & Palmer's UUP Position: Q3 2024 in Review

Atwood & Palmer sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2024, closing a stake of 600 shares — an estimated $17.5K sold.

Atwood & Palmer first reported a position in UUP in Q2 2024 and held it in 1 quarter. The position peaked at $17.5K in Q2 2024. 72 funds tracked by Wall St. Rank hold UUP as of Q3 2024.

  • Atwood & Palmer reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2024 after selling out during the quarter.
  • Atwood & Palmer sold 600 Invesco DB US Dollar Index Bullish Fund shares in Q3 2024, an estimated $17.5K.
  • Atwood & Palmer first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2024 and held it in 1 quarter.
  • Atwood & Palmer's Invesco DB US Dollar Index Bullish Fund position peaked at $17.5K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2024.

Based on Atwood & Palmer's 13F filing for Q3 2024, filed 7 Oct 2024.