CAPTRUST Financial Advisors
UUP icon

CAPTRUST Financial Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

CAPTRUST Financial Advisors’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
-7,248
Closed -$211K – 2357
2024
Q2 		$211K Hold
7,248
– – ﹤0.01% 2012
2024
Q1 		$206K Buy
+7,248
New +$202K ﹤0.01% 1984
2023
Q1 		– Sell
-9,495
Closed -$264K – 2384
2022
Q4 		$264K Buy
+9,495
New +$277K ﹤0.01% 1755
2022
Q3 		– Sell
-47,400
Closed -$1.32M – 3974
2022
Q2 		$1.32M Buy
47,400
+36,700
+343% +$1.01M 0.01% 720
2022
Q1 		$281K Buy
10,700
+400
+4% +$10.4K ﹤0.01% 1488
2021
Q4 		$264K Buy
+10,300
New +$263K ﹤0.01% 1463
2019
Q4 		– Hold
0
– – – 1775
2019
Q3 		– Sell
-124
Closed -$3.3K – 2027
2019
Q2 		$3K Hold
124
– – ﹤0.01% 1757
2019
Q1 		$3K Buy
+124
New +$3.18K ﹤0.01% 1649

Other funds holding UUP

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NYLIM
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
ETC
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return