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Founders Financial Securities’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Founders Financial Securities’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
-182,811
Closed -$5.1M – 337
2023
Q1 		$5.1M Buy
182,811
+6,737
+4% +$188K 0.74% 32
2022
Q4 		$4.9M Buy
176,074
+38,780
+28% +$1.13M 0.77% 29
2022
Q3 		$4.14M Buy
137,294
+7,009
+5% +$203K 0.73% 25
2022
Q2 		$3.64M Buy
+130,285
New +$3.57M 0.71% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Founders Financial Securities's UUP Position: Q2 2023 in Review

Founders Financial Securities sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 182,811 shares — an estimated $5.1M sold.

Founders Financial Securities first reported a position in UUP in Q2 2022 and held it in 4 quarters. The position peaked at $5.1M in Q1 2023. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

  • Founders Financial Securities reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Founders Financial Securities sold 182,811 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $5.1M.
  • Founders Financial Securities first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2022 and held it in 4 quarters.
  • Founders Financial Securities's Invesco DB US Dollar Index Bullish Fund position peaked at $5.1M in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Founders Financial Securities's 13F filing for Q2 2023, filed 11 Aug 2023.