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

CMC 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
2023 Q2	–	Sell	-13,001	Closed	-$362K	–	18
2023 Q1	$362K	Buy	+13,001	New	+$363K	0.65%	14

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CMC Financial Group's UUP Position: Q2 2023 in Review

CMC Financial Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 13,001 shares — an estimated $362K sold.

CMC Financial Group first reported a position in UUP in Q1 2023 and held it in 1 quarter. The position peaked at $362K in Q1 2023. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

CMC Financial Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
CMC Financial Group sold 13,001 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $362K.
CMC Financial Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2023 and held it in 1 quarter.
CMC Financial Group's Invesco DB US Dollar Index Bullish Fund position peaked at $362K in Q1 2023.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on CMC Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.