Ken Fisher
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Ken Fisher’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Ken Fisher’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
-10,070
Closed -$304K – 1060
2022
Q3 		$304K Buy
+10,070
New +$292K ﹤0.01% 823

Other funds holding UUP

Wells Fargo
Wells Fargo San Francisco, California $530B 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 $432B 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 $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $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

Ken Fisher's UUP Position: Q4 2022 in Review

Ken Fisher sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2022, closing a stake of 10,070 shares — an estimated $304K sold.

Ken Fisher first reported a position in UUP in Q3 2022 and held it in 1 quarter. The position peaked at $304K in Q3 2022. 179 funds tracked by Wall St. Rank hold UUP as of Q4 2022.

  • Ken Fisher reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Ken Fisher sold 10,070 Invesco DB US Dollar Index Bullish Fund shares in Q4 2022, an estimated $304K.
  • Ken Fisher first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2022 and held it in 1 quarter.
  • Ken Fisher's Invesco DB US Dollar Index Bullish Fund position peaked at $304K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2022.

Based on Fisher Asset Management's 13F filing for Q4 2022, filed 3 Feb 2023.