Davies Financial Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
40,569
-47,480
-54% -$1.28M 0.85% 27
2025
Q1
$2.51M Buy
+88,049
New +$2.51M 2.14% 10
2024
Q4
Sell
-23,628
Closed -$666K 72
2024
Q3
$666K Sell
23,628
-80,075
-77% -$2.26M 0.58% 39
2024
Q2
$3.02M Buy
+103,703
New +$3.02M 2.82% 9