Jones Financial Companies
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Jones Financial Companies’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Jones Financial Companies’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 		– Sell
-69
Closed -$1.94K – 3509
2024
Q3 		$1.94K Buy
+69
New +$1.96K ﹤0.01% 2682

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies's UUP Position: Q4 2024 in Review

Jones Financial Companies sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2024, closing a stake of 69 shares — an estimated $1.94K sold.

Jones Financial Companies first reported a position in UUP in Q3 2024 and held it in 1 quarter. The position peaked at $1.94K in Q3 2024. 85 funds tracked by Wall St. Rank hold UUP as of Q4 2024.

  • Jones Financial Companies reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 69 Invesco DB US Dollar Index Bullish Fund shares in Q4 2024, an estimated $1.94K.
  • Jones Financial Companies first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2024 and held it in 1 quarter.
  • Jones Financial Companies's Invesco DB US Dollar Index Bullish Fund position peaked at $1.94K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.