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Clearview Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Clearview Wealth 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
Q1 		– Sell
-73,137
Closed -$1.98M – 130
2023
Q4 		$1.98M Buy
+73,137
New +$2.14M 2.31% 6
2023
Q3 		– Sell
-67
Closed -$1.9K – 617
2023
Q2 		$1.9K Hold
67
– – ﹤0.01% 536
2023
Q1 		$1.87K Buy
67
+27
+68% +$754 ﹤0.01% 526
2022
Q4 		$1.11K Hold
40
– – ﹤0.01% 522
2022
Q3 		$1K Hold
40
– – ﹤0.01% 557
2022
Q2 		$1K Sell
40
-800
-95% -$21.9K ﹤0.01% 562
2022
Q1 		$22K Sell
840
-5,525
-87% -$143K 0.01% 294
2021
Q4 		$163K Buy
+6,365
New +$162K 0.1% 118

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
CFG
Compton Financial Group Towson, Maryland $453M AUM 12.19% 1-Year Est. Return