Mariner Independent Advisor Network’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Mariner Independent Advisor Network’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
2021 Q1	–	Sell	-23,439	Closed	-$568K	–	457
2020 Q4	$568K	Sell	23,439 -1,173	-5%	-$29.2K	0.03%	341
2020 Q3	$624K	Buy	24,612 +9,227	+60%	+$234K	0.05%	251
2020 Q2	$404K	Sell	15,385 -15,494	-50%	-$414K	0.04%	277
2020 Q1	$834K	Buy	30,879 +5,761	+23%	+$153K	0.08%	230
2019 Q4	$652K	Hold	25,118	–	–	0.05%	292
2019 Q3	$678K	Sell	25,118 -456	-2%	-$12.1K	0.05%	282
2019 Q2	$669K	Hold	25,574	–	–	0.05%	282
2019 Q1	$665K	Sell	25,574 -455	-2%	-$11.7K	0.06%	273
2018 Q4	$660K	Sell	26,029 -416	-2%	-$10.7K	0.06%	269
2018 Q3	$668K	Buy	+26,445	New	+$665K	0.08%	168
2018 Q2	–	Sell	-26,770	Closed	-$632K	–	299
2018 Q1	$632K	Hold	26,770	–	–	0.04%	269
2017 Q4	$644K	Buy	+26,770	New	+$652K	0.07%	222
2016 Q1	–	Sell	-33,575	Closed	-$861K	–	131
2015 Q4	$861K	Buy	+33,575	New	+$853K	0.58%	44
2015 Q3	–	Sell	-16,483	Closed	-$413K	–	138
2015 Q2	$413K	Sell	16,483 -6,599	-29%	-$166K	0.2%	82
2015 Q1	$598K	Buy	+23,082	New	+$581K	0.33%	59

Other funds holding UUP

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Mariner Independent Advisor Network's UUP Position: Q1 2021 in Review

Mariner Independent Advisor Network sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2021, closing a stake of 23,439 shares — an estimated $568K sold.

Mariner Independent Advisor Network first reported a position in UUP in Q1 2015 and held it in 15 quarters. The position peaked at $861K in Q4 2015. 63 funds tracked by Wall St. Rank hold UUP as of Q1 2021.

Mariner Independent Advisor Network reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 23,439 Invesco DB US Dollar Index Bullish Fund shares in Q1 2021, an estimated $568K.
Mariner Independent Advisor Network first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2015 and held it in 15 quarters.
Mariner Independent Advisor Network's Invesco DB US Dollar Index Bullish Fund position peaked at $861K in Q4 2015.
63 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2021, filed 7 May 2021.