JFS Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

JFS Wealth Advisors’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
2021 Q1	–	Sell	-2,000	Closed	-$48K	–	627
2020 Q4	$48K	Buy	+2,000	New	+$49.7K	0.01%	256

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JFS Wealth Advisors's UUP Position: Q2 2020 in Review

JFS Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2020, closing a stake of 181 shares — an estimated $5K sold.

JFS Wealth Advisors first reported a position in UUP in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 66 funds tracked by Wall St. Rank hold UUP as of Q2 2020.

JFS Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2020 after selling out during the quarter.
JFS Wealth Advisors sold 181 Invesco DB US Dollar Index Bullish Fund shares in Q2 2020, an estimated $5K.
JFS Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and held it in 1 quarter.
JFS Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $5K in Q1 2020.
66 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2020.

Based on JFS Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.