Ausdal Financial Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Ausdal Financial Partners’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	-129,927	Closed	-$3.62M	–	468
2023 Q1	$3.62M	Sell	129,927 -19,609	-13%	-$548K	0.5%	40
2022 Q4	$4.16M	Buy	149,536 +35,783	+31%	+$1.04M	0.6%	33
2022 Q3	$3.43M	Buy	113,753 +6,040	+6%	+$175K	0.54%	38
2022 Q2	$3.01M	Buy	107,713 +31,305	+41%	+$858K	0.45%	61
2022 Q1	$2.01M	Buy	+76,408	New	+$1.98M	0.27%	97
2016 Q1	–	Sell	-2,869	Closed	-$74K	–	987
2015 Q4	$74K	Buy	+2,869	New	+$72.9K	0.04%	363

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

Ausdal Financial Partners's UUP Position: Q2 2023 in Review

Ausdal Financial Partners sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 129,927 shares — an estimated $3.62M sold.

Ausdal Financial Partners first reported a position in UUP in Q4 2015 and held it in 6 quarters. The position peaked at $4.16M in Q4 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

Ausdal Financial Partners reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
Ausdal Financial Partners sold 129,927 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $3.62M.
Ausdal Financial Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2015 and held it in 6 quarters.
Ausdal Financial Partners's Invesco DB US Dollar Index Bullish Fund position peaked at $4.16M in Q4 2022.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Ausdal Financial Partners's 13F filing for Q2 2023, filed 31 Jul 2023.