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Moneta Group Investment Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-17,214
Closed -$480K – 576
2023
Q1 		$480K Buy
+17,214
New +$481K 0.01% 325

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Moneta Group Investment Advisors's UUP Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 17,214 shares — an estimated $480K sold.

Moneta Group Investment Advisors first reported a position in UUP in Q1 2023 and held it in 1 quarter. The position peaked at $480K in Q1 2023. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

  • Moneta Group Investment Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 17,214 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $480K.
  • Moneta Group Investment Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2023 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $480K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.