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

Flagstar Advisors’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 Q2	–	Sell	-13,098	Closed	-$365K	–	163
2023 Q1	$365K	Hold	13,098	–	–	0.13%	122
2022 Q4	$364K	Buy	13,098 +115	+0.9%	+$3.35K	0.13%	125
2022 Q3	$391K	Hold	12,983	–	–	0.15%	115
2022 Q2	$363K	Hold	12,983	–	–	0.13%	115
2022 Q1	$341K	Buy	+12,983	New	+$337K	0.11%	119

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Flagstar Advisors's UUP Position: Q2 2023 in Review

Flagstar Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 13,098 shares — an estimated $365K sold.

Flagstar Advisors first reported a position in UUP in Q1 2022 and held it in 5 quarters. The position peaked at $391K in Q3 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

Flagstar Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
Flagstar Advisors sold 13,098 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $365K.
Flagstar Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2022 and held it in 5 quarters.
Flagstar Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $391K in Q3 2022.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Flagstar Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.