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

Connectus Wealth’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
Q4 		– Sell
-42,979
Closed -$1.28M – 541
2023
Q3 		$1.28M Buy
42,979
+3,605
+9% +$103K 0.03% 294
2023
Q2 		$1.12M Sell
39,374
-60,726
-61% -$1.71M 0.03% 272
2023
Q1 		$2.79M Sell
100,100
-52,364
-34% -$1.46M 0.07% 196
2022
Q4 		$4.24M Buy
152,464
+16,284
+12% +$474K 0.1% 146
2022
Q3 		$4.11M Sell
136,180
-214
-0.2% -$6.2K 0.09% 199
2022
Q2 		$3.81M Sell
136,394
-85,276
-38% -$2.34M 0.09% 163
2022
Q1 		$5.68M Buy
+221,670
New +$5.75M 0.18% 97

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
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return