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New Wave Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-494
Closed -$14.5K – 647
2024
Q4 		$14.5K Buy
+494
New +$14.6K 0.01% 300

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New Wave Wealth Advisors's UUP Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2025, closing a stake of 494 shares — an estimated $14.5K sold.

New Wave Wealth Advisors first reported a position in UUP in Q4 2024 and held it in 1 quarter. The position peaked at $14.5K in Q4 2024. 76 funds tracked by Wall St. Rank hold UUP as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 494 Invesco DB US Dollar Index Bullish Fund shares in Q1 2025, an estimated $14.5K.
  • New Wave Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $14.5K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.