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Financial Advocates Investment Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-11,500
Closed -$320K – 823
2022
Q4 		$320K Buy
11,500
+8,933
+348% +$260K 0.02% 547
2022
Q3 		$247K Sell
2,567
-12,933
-83% -$375K 0.02% 607
2022
Q2 		$433K Sell
15,500
-3,000
-16% -$82.2K 0.04% 424
2022
Q1 		$487K Sell
18,500
-21,788
-54% -$565K 0.03% 446
2021
Q4 		$1.04M Buy
40,288
+10,122
+34% +$258K 0.07% 311
2021
Q3 		$835K Buy
30,166
+13,881
+85% +$346K 0.06% 355
2021
Q2 		$407K Sell
16,285
-4,356
-21% -$107K 0.03% 527
2021
Q1 		$520K Sell
20,641
-4,905
-19% -$120K 0.04% 476
2020
Q4 		$618K Sell
25,546
-3,918
-13% -$97.4K 0.04% 401
2020
Q3 		$768K Buy
29,464
+9,018
+44% +$229K 0.07% 296
2020
Q2 		$544K Buy
20,446
+12,260
+150% +$328K 0.05% 343
2020
Q1 		$220K Buy
+8,186
New +$218K 0.03% 421

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Financial Advocates Investment Management's UUP Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2023, closing a stake of 11,500 shares — an estimated $320K sold.

Financial Advocates Investment Management first reported a position in UUP in Q1 2020 and held it in 12 quarters. The position peaked at $1.04M in Q4 2021. 139 funds tracked by Wall St. Rank hold UUP as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,500 Invesco DB US Dollar Index Bullish Fund shares in Q1 2023, an estimated $320K.
  • Financial Advocates Investment Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's Invesco DB US Dollar Index Bullish Fund position peaked at $1.04M in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.