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Chapman Financial Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Chapman Financial Group’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
Q4 		$52.3K Buy
+1,778
New +$52.5K 0.04% 147

Other funds holding UUP

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chapman Financial Group's UUP Position: Q4 2024 in Review

Chapman Financial Group opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2024: 1,778 shares worth $52.3K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

85 funds tracked by Wall St. Rank hold UUP as of Q4 2024.

  • Chapman Financial Group held 1,778 shares of Invesco DB US Dollar Index Bullish Fund worth $52.3K as of Q4 2024.
  • Invesco DB US Dollar Index Bullish Fund was a new Chapman Financial Group position in Q4 2024.
  • Invesco DB US Dollar Index Bullish Fund made up 0.04% of Chapman Financial Group's portfolio in Q4 2024, its #147 holding.
  • 85 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2024.

Based on Chapman Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.