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Financial Architects (New Jersey)’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Financial Architects (New Jersey)’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
2017
Q2 		– Sell
-3,500
Closed -$91K – 1641
2017
Q1 		$91K Buy
+3,500
New +$91.2K 0.02% 494

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Financial Architects (New Jersey)'s UUP Position: Q2 2023 in Review

Financial Architects (New Jersey) sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 126,181 shares — an estimated $3.52M sold.

Financial Architects (New Jersey) first reported a position in UUP in Q3 2013 and held it in 14 quarters. The position peaked at $5.25M in Q3 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

  • Financial Architects (New Jersey) reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 126,181 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $3.52M.
  • Financial Architects (New Jersey) first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2013 and held it in 14 quarters.
  • Financial Architects (New Jersey)'s Invesco DB US Dollar Index Bullish Fund position peaked at $5.25M in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.