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

Colony 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
Q1 		– Sell
-16,433
Closed -$457K – 863
2022
Q4 		$457K Buy
+16,433
New +$479K 0.01% 643
2018
Q1 		– Sell
-11,660
Closed -$280K – 526
2017
Q4 		$280K Sell
11,660
-2,220
-16% -$54.1K 0.02% 399
2017
Q3 		$336K Buy
13,880
+2,220
+19% +$53.8K 0.02% 339
2017
Q2 		$289K Buy
+11,660
New +$296K 0.02% 353
2016
Q1 		– Sell
-10,430
Closed -$268K – 625
2015
Q4 		$268K Buy
+10,430
New +$265K 0.02% 329
2015
Q2 		– Sell
-61,076
Closed -$1.58M – 783
2015
Q1 		$1.58M Buy
61,076
+30,671
+101% +$772K 0.17% 112
2014
Q4 		$729K Buy
+30,405
New +$707K 0.08% 204

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $376B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return