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Avior Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-328
Closed -$9.65K – 2257
2024
Q4 		$9.65K Buy
+328
New +$9.69K ﹤0.01% 1637
2023
Q4 		– Sell
-1,000
Closed -$29.7K – 1665
2023
Q3 		$29.7K Buy
+1,000
New +$28.7K ﹤0.01% 874

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avior Wealth Management's UUP Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2025, closing a stake of 328 shares — an estimated $9.65K sold.

Avior Wealth Management first reported a position in UUP in Q3 2023 and held it in 2 quarters. The position peaked at $29.7K in Q3 2023. 76 funds tracked by Wall St. Rank hold UUP as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 328 Invesco DB US Dollar Index Bullish Fund shares in Q1 2025, an estimated $9.65K.
  • Avior Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2023 and held it in 2 quarters.
  • Avior Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $29.7K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.