Creative Planning’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-167
Closed -$4K 2581
2021
Q1
$4K Buy
+167
New +$4.1K ﹤0.01% 2529
2018
Q4
Sell
-4,867
Closed -$123K 2114
2018
Q3
$123K Buy
+4,867
New +$122K ﹤0.01% 1759
2017
Q3
Sell
-6,052
Closed -$150K 3633
2017
Q2
$150K Sell
6,052
-7,872
-57% -$200K ﹤0.01% 1696
2017
Q1
$361K Sell
13,924
-200
-1% -$5.21K ﹤0.01% 1161
2016
Q4
$374K Sell
14,124
-2,500
-15% -$64.5K ﹤0.01% 1072
2016
Q3
$410K Buy
16,624
+15,162
+1,037% +$375K ﹤0.01% 1000
2016
Q2
$36K Sell
1,462
-1,500
-51% -$36.7K ﹤0.01% 2376
2016
Q1
$73K Sell
2,962
-602
-17% -$15.2K ﹤0.01% 1829
2015
Q4
$91K Hold
3,564
﹤0.01% 1691
2015
Q3
$89K Buy
+3,564
New +$89.7K ﹤0.01% 1656
2015
Q2
Sell
-2,640
Closed -$68K 2943
2015
Q1
$68K Sell
2,640
-1,495
-36% -$37.7K ﹤0.01% 1801
2014
Q4
$99K Buy
4,135
+2,375
+135% +$55.2K ﹤0.01% 1557
2014
Q3
$40K Sell
1,760
-1,033
-37% -$22.6K ﹤0.01% 2081
2014
Q2
$59K Buy
2,793
+1,033
+59% +$22.1K ﹤0.01% 1768
2014
Q1
$38K Hold
1,760
﹤0.01% 1980
2013
Q4
$38K Sell
1,760
-540
-23% -$11.7K ﹤0.01% 1780
2013
Q3
$50K Buy
2,300
+800
+53% +$17.7K ﹤0.01% 1504
2013
Q2
$34K Buy
+1,500
New +$33.6K ﹤0.01% 1607

Other funds holding UUP