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Claraphi Advisory Network’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Claraphi Advisory Network’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
2022
Q4 		– Sell
-22,665
Closed -$683K – 223
2022
Q3 		$683K Buy
+22,665
New +$657K 0.37% 63
2020
Q2 		– Sell
-15
Closed – – 1137
2020
Q1 		$0 Buy
+15
New +$399 ﹤0.01% 1298

Other funds holding UUP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Claraphi Advisory Network's UUP Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2022, closing a stake of 22,665 shares — an estimated $683K sold.

Claraphi Advisory Network first reported a position in UUP in Q1 2020 and held it in 2 quarters. The position peaked at $683K in Q3 2022. 179 funds tracked by Wall St. Rank hold UUP as of Q4 2022.

  • Claraphi Advisory Network reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 22,665 Invesco DB US Dollar Index Bullish Fund shares in Q4 2022, an estimated $683K.
  • Claraphi Advisory Network first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and held it in 2 quarters.
  • Claraphi Advisory Network's Invesco DB US Dollar Index Bullish Fund position peaked at $683K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.