Koshinski Asset Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Koshinski Asset Management’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 Q2	–	Sell	-46,678	Closed	-$1.3M	–	666
2023 Q1	$1.3M	Sell	46,678 -14,919	-24%	-$417K	0.13%	161
2022 Q4	$1.71M	Buy	61,597 +24,217	+65%	+$705K	0.17%	141
2022 Q3	$1.13M	Buy	37,380 +12,477	+50%	+$362K	0.13%	180
2022 Q2	$696K	Buy	24,903 +13,685	+122%	+$375K	0.07%	292
2022 Q1	$295K	Buy	11,218 +5,218	+87%	+$135K	0.02%	481
2021 Q4	$154K	Buy	+6,000	New	+$153K	0.01%	710
2020 Q4	–	Sell	-16,482	Closed	-$414K	–	581
2020 Q3	$414K	Buy	+16,482	New	+$419K	0.06%	334

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

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

Koshinski Asset Management's UUP Position: Q2 2023 in Review

Koshinski Asset Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 46,678 shares — an estimated $1.3M sold.

Koshinski Asset Management first reported a position in UUP in Q3 2020 and held it in 7 quarters. The position peaked at $1.71M in Q4 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

Koshinski Asset Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
Koshinski Asset Management sold 46,678 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $1.3M.
Koshinski Asset Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2020 and held it in 7 quarters.
Koshinski Asset Management's Invesco DB US Dollar Index Bullish Fund position peaked at $1.71M in Q4 2022.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.