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M Holdings Securities’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

M Holdings Securities’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
Q1 		– Sell
-9,250
Closed -$257K – 582
2022
Q4 		$257K Buy
+9,250
New +$269K 0.03% 372

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

M Holdings Securities's UUP Position: Q1 2023 in Review

M Holdings Securities sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2023, closing a stake of 9,250 shares — an estimated $257K sold.

M Holdings Securities first reported a position in UUP in Q4 2022 and held it in 1 quarter. The position peaked at $257K in Q4 2022. 139 funds tracked by Wall St. Rank hold UUP as of Q1 2023.

  • M Holdings Securities reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • M Holdings Securities sold 9,250 Invesco DB US Dollar Index Bullish Fund shares in Q1 2023, an estimated $257K.
  • M Holdings Securities first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2022 and held it in 1 quarter.
  • M Holdings Securities's Invesco DB US Dollar Index Bullish Fund position peaked at $257K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2023.

Based on M Holdings Securities's 13F filing for Q1 2023, filed 16 May 2023.