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Menard Financial Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Menard Financial Group’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
Q3 		– Sell
-38,054
Closed -$1.06M – 102
2022
Q2 		$1.06M Buy
+38,054
New +$1.04M 1.74% 11

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Menard Financial Group's UUP Position: Q3 2022 in Review

Menard Financial Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2022, closing a stake of 38,054 shares — an estimated $1.06M sold.

Menard Financial Group first reported a position in UUP in Q2 2022 and held it in 1 quarter. The position peaked at $1.06M in Q2 2022. 175 funds tracked by Wall St. Rank hold UUP as of Q3 2022.

  • Menard Financial Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2022 after selling out during the quarter.
  • Menard Financial Group sold 38,054 Invesco DB US Dollar Index Bullish Fund shares in Q3 2022, an estimated $1.06M.
  • Menard Financial Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2022 and held it in 1 quarter.
  • Menard Financial Group's Invesco DB US Dollar Index Bullish Fund position peaked at $1.06M in Q2 2022.
  • 175 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2022.

Based on Menard Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.