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Milestone Asset Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Milestone Asset 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
2025
Q2 		– Sell
-39,970
Closed -$1.14M – 247
2025
Q1 		$1.14M Buy
+39,970
New +$1.16M 0.24% 82
2024
Q3 		– Sell
-36,879
Closed -$1.07M – 228
2024
Q2 		$1.07M Buy
+36,879
New +$1.06M 0.27% 78

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $494M AUM 21.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Milestone Asset Management's UUP Position: Q2 2025 in Review

Milestone Asset Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2025, closing a stake of 39,970 shares — an estimated $1.14M sold.

Milestone Asset Management first reported a position in UUP in Q2 2024 and held it in 2 quarters. The position peaked at $1.14M in Q1 2025. 79 funds tracked by Wall St. Rank hold UUP as of Q2 2025.

  • Milestone Asset Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 39,970 Invesco DB US Dollar Index Bullish Fund shares in Q2 2025, an estimated $1.14M.
  • Milestone Asset Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2024 and held it in 2 quarters.
  • Milestone Asset Management's Invesco DB US Dollar Index Bullish Fund position peaked at $1.14M in Q1 2025.
  • 79 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.