HR
UUP icon

Howe & Rusling’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-100
Closed -$3K – 1010
2022
Q3 		$3K Buy
100
+25
+33% +$724 ﹤0.01% 817
2022
Q2 		$2K Buy
+75
New +$2.06K ﹤0.01% 901
2017
Q1 		– Sell
-20
Closed -$1K – 1056
2016
Q4 		$1K Hold
20
– – ﹤0.01% 986
2016
Q3 		$0 Hold
20
– – ﹤0.01% 1123
2016
Q2 		$0 Sell
20
-100
-83% -$2.45K ﹤0.01% 1049
2016
Q1 		$3K Hold
120
– – ﹤0.01% 800
2015
Q4 		$3K Hold
120
– – ﹤0.01% 760
2015
Q3 		$3K Hold
120
– – ﹤0.01% 765
2015
Q2 		$3K Buy
+120
New +$3.03K ﹤0.01% 798

Other funds holding UUP

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Howe & Rusling's UUP Position: Q4 2022 in Review

Howe & Rusling sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Howe & Rusling first reported a position in UUP in Q2 2015 and held it in 9 quarters. The position peaked at $3K in Q3 2022. 179 funds tracked by Wall St. Rank hold UUP as of Q4 2022.

  • Howe & Rusling reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 100 Invesco DB US Dollar Index Bullish Fund shares in Q4 2022, an estimated $3K.
  • Howe & Rusling first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2015 and held it in 9 quarters.
  • Howe & Rusling's Invesco DB US Dollar Index Bullish Fund position peaked at $3K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.