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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 – 1060
2016
Q4 		$1K Hold
20
– – ﹤0.01% 986
2016
Q3 		$0 Hold
20
– – ﹤0.01% 1127
2016
Q2 		$0 Sell
20
-100
-83% -$2.45K ﹤0.01% 1055
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 $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return