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Householder Group Estate & Retirement Specialist’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$7K Sell
243
-644
-73% -$19K 0.01% 405
2024
Q3 		$25K Sell
887
-292
-25% -$8.31K 0.01% 638
2024
Q2 		$34K Sell
1,179
-29
-2% -$833 0.01% 560
2024
Q1 		$34.3K Sell
1,208
-1,799
-60% -$50.2K 0.01% 552
2023
Q4 		$81K Sell
3,007
-315
-9% -$9.21K 0.03% 370
2023
Q3 		$98.8K Buy
+3,322
New +$95.3K 0.04% 316
2023
Q1 		$194K Sell
6,944
-3,817
-35% -$107K 0.07% 203
2022
Q4 		$299K Sell
10,761
-176,975
-94% -$5.16M 0.45% 38
2022
Q3 		$5.66M Buy
187,736
+176,065
+1,509% +$5.1M 2.33% 7
2022
Q2 		$326K Buy
+11,671
New +$320K 0.15% 146

Other funds holding UUP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UUP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 73% in Q4 2024, selling an estimated $19K and leaving 243 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #405.

Householder Group Estate & Retirement Specialist first reported a position in UUP in Q2 2022 and has held it in 10 quarters since. The position peaked at $5.66M in Q3 2022. 85 funds tracked by Wall St. Rank hold UUP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 243 shares of Invesco DB US Dollar Index Bullish Fund worth $7K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 644 Invesco DB US Dollar Index Bullish Fund shares in Q4 2024, an estimated $19K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #405 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2022 and has held it in 10 quarters since.
  • Householder Group Estate & Retirement Specialist's Invesco DB US Dollar Index Bullish Fund position peaked at $5.66M in Q3 2022.
  • 85 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.