Life Line Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Life Line Wealth 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
2024 Q2	–	Sell	-24,434	Closed	-$693K	–	30
2024 Q1	$693K	Buy	24,434 +4,349	+22%	+$121K	0.26%	11
2023 Q4	$544K	Buy	+20,085	New	+$588K	0.22%	14

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Life Line Wealth Management's UUP Position: Q2 2024 in Review

Life Line Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2024, closing a stake of 24,434 shares — an estimated $693K sold.

Life Line Wealth Management first reported a position in UUP in Q4 2023 and held it in 2 quarters. The position peaked at $693K in Q1 2024. 92 funds tracked by Wall St. Rank hold UUP as of Q2 2024.

Life Line Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2024 after selling out during the quarter.
Life Line Wealth Management sold 24,434 Invesco DB US Dollar Index Bullish Fund shares in Q2 2024, an estimated $693K.
Life Line Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2023 and held it in 2 quarters.
Life Line Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $693K in Q1 2024.
92 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2024.

Based on Life Line Wealth Management's 13F filing for Q2 2024, filed 31 Oct 2024.