Independent Financial Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Independent Financial Group’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 Q1	–	Sell	-10,134	Closed	-$282K	–	886
2022 Q4	$282K	Sell	10,134 -160,010	-94%	-$4.66M	0.02%	575
2022 Q3	$5.13M	Buy	170,144 +89,864	+112%	+$2.6M	0.46%	32
2022 Q2	$2.24M	Buy	+80,280	New	+$2.2M	0.24%	93
2020 Q4	–	Sell	-8,925	Closed	-$226K	–	607
2020 Q3	$226K	Buy	+8,925	New	+$227K	0.04%	420

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Independent Financial Group's UUP Position: Q1 2023 in Review

Independent Financial Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2023, closing a stake of 10,134 shares — an estimated $282K sold.

Independent Financial Group first reported a position in UUP in Q3 2020 and held it in 4 quarters. The position peaked at $5.13M in Q3 2022. 139 funds tracked by Wall St. Rank hold UUP as of Q1 2023.

Independent Financial Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2023 after selling out during the quarter.
Independent Financial Group sold 10,134 Invesco DB US Dollar Index Bullish Fund shares in Q1 2023, an estimated $282K.
Independent Financial Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2020 and held it in 4 quarters.
Independent Financial Group's Invesco DB US Dollar Index Bullish Fund position peaked at $5.13M in Q3 2022.
139 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.