CPP
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Capasso Planning Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Capasso Planning 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
2025
Q1 		– Sell
-23,390
Closed -$688K – 104
2024
Q4 		$688K Buy
+23,390
New +$691K 0.28% 56
2023
Q2 		– Sell
-12,845
Closed -$358K – 104
2023
Q1 		$358K Sell
12,845
-27,996
-69% -$782K 0.21% 71
2022
Q4 		$1.14M Sell
40,841
-16,529
-29% -$482K 0.72% 33
2022
Q3 		$1.73M Buy
57,370
+42,619
+289% +$1.24M 1.21% 23
2022
Q2 		$412K Buy
+14,751
New +$404K 0.29% 56

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return