Creative Planning
UUP icon

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

Creative Planning’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
2021
Q2 		– Sell
-70,000
Closed -$16K – 2580
2021
Q1 		$16K Buy
+70,000
New +$1.72M ﹤0.01% 2454

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning's UUP Position: Q2 2021 in Review

Creative Planning sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2021, closing a stake of 167 shares — an estimated $4K sold.

Creative Planning first reported a position in UUP in Q2 2013 and held it in 18 quarters. The position peaked at $410K in Q3 2016. 66 funds tracked by Wall St. Rank hold UUP as of Q2 2021.

  • Creative Planning reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 167 Invesco DB US Dollar Index Bullish Fund shares in Q2 2021, an estimated $4K.
  • Creative Planning first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and held it in 18 quarters.
  • Creative Planning's Invesco DB US Dollar Index Bullish Fund position peaked at $410K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.