EWG Elevate’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

EWG Elevate’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
2024 Q1	–	Sell	-11,464	Closed	-$311K	–	135
2023 Q4	$311K	Buy	+11,464	New	+$335K	0.13%	80
2023 Q1	–	Sell	-6,503	Closed	-$181K	–	747
2022 Q4	$181K	Buy	+6,503	New	+$189K	0.09%	78

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CFG

Compton Financial Group Towson, Maryland $519M AUM 14.76% 1-Year Est. Return

EWG Elevate's UUP Position: Q1 2024 in Review

EWG Elevate sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2024, closing a stake of 11,464 shares — an estimated $311K sold.

EWG Elevate first reported a position in UUP in Q4 2022 and held it in 2 quarters. The position peaked at $311K in Q4 2023. 87 funds tracked by Wall St. Rank hold UUP as of Q1 2024.

EWG Elevate reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2024 after selling out during the quarter.
EWG Elevate sold 11,464 Invesco DB US Dollar Index Bullish Fund shares in Q1 2024, an estimated $311K.
EWG Elevate first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2022 and held it in 2 quarters.
EWG Elevate's Invesco DB US Dollar Index Bullish Fund position peaked at $311K in Q4 2023.
87 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2024.

Based on EWG Elevate's 13F filing for Q1 2024, filed 10 Apr 2024.