GI
UUP icon

Gradient Investments’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Gradient Investments’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
2022
Q2 		– Sell
-33
Closed -$1K – 1384
2022
Q1 		$1K Buy
+33
New +$856 ﹤0.01% 1142
2014
Q1 		– Sell
-65
Closed -$1K – 633
2013
Q4 		$1K Buy
+65
New +$1.41K ﹤0.01% 558

Other funds holding UUP

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments's UUP Position: Q2 2022 in Review

Gradient Investments sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2022, closing a stake of 33 shares — an estimated $1K sold.

Gradient Investments first reported a position in UUP in Q4 2013 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 149 funds tracked by Wall St. Rank hold UUP as of Q2 2022.

  • Gradient Investments reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2022 after selling out during the quarter.
  • Gradient Investments sold 33 Invesco DB US Dollar Index Bullish Fund shares in Q2 2022, an estimated $1K.
  • Gradient Investments first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2013 and held it in 2 quarters.
  • Gradient Investments's Invesco DB US Dollar Index Bullish Fund position peaked at $1K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.