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

Latitude 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
2022
Q4 		– Sell
-82,926
Closed -$2.5M – 168
2022
Q3 		$2.5M Sell
82,926
-89,134
-52% -$2.58M 2.07% 13
2022
Q2 		$4.81M Buy
+172,060
New +$4.72M 4.42% 3

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 $94.2B AUM 21.24% 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

Latitude Advisors's UUP Position: Q4 2022 in Review

Latitude Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2022, closing a stake of 82,926 shares — an estimated $2.5M sold.

Latitude Advisors first reported a position in UUP in Q2 2022 and held it in 2 quarters. The position peaked at $4.81M in Q2 2022. 179 funds tracked by Wall St. Rank hold UUP as of Q4 2022.

  • Latitude Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2022 after selling out during the quarter.
  • Latitude Advisors sold 82,926 Invesco DB US Dollar Index Bullish Fund shares in Q4 2022, an estimated $2.5M.
  • Latitude Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2022 and held it in 2 quarters.
  • Latitude Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $4.81M in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2022.

Based on Latitude Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.