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DFPG Investments’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

DFPG Investments’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
Q3 		– Sell
-51,385
Closed -$1.42M – 639
2023
Q2 		$1.42M Buy
51,385
+434
+0.9% +$12.2K 0.13% 165
2023
Q1 		$1.42M Buy
50,951
+3,141
+7% +$87.8K 0.15% 144
2022
Q4 		$1.33M Buy
47,810
+20,018
+72% +$583K 0.22% 110
2022
Q3 		$837K Buy
+27,792
New +$805K 0.36% 66

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 $777B AUM 61.18% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $377B AUM 19.32% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DFPG Investments's UUP Position: Q3 2023 in Review

DFPG Investments sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2023, closing a stake of 51,385 shares — an estimated $1.42M sold.

DFPG Investments first reported a position in UUP in Q3 2022 and held it in 4 quarters. The position peaked at $1.42M in Q2 2023. 93 funds tracked by Wall St. Rank hold UUP as of Q3 2023.

  • DFPG Investments reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 51,385 Invesco DB US Dollar Index Bullish Fund shares in Q3 2023, an estimated $1.42M.
  • DFPG Investments first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2022 and held it in 4 quarters.
  • DFPG Investments's Invesco DB US Dollar Index Bullish Fund position peaked at $1.42M in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.