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

Newbridge Financial Services 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
2023
Q2 		– Sell
-9,200
Closed -$256K – 1441
2023
Q1 		$256K Buy
9,200
+3,650
+66% +$102K 0.14% 155
2022
Q4 		$154K Sell
5,550
-17,200
-76% -$501K 0.09% 221
2022
Q3 		$686K Buy
22,750
+21,405
+1,591% +$620K 0.4% 45
2022
Q2 		$38K Buy
+1,345
New +$36.9K 0.02% 474

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Newbridge Financial Services Group's UUP Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 9,200 shares — an estimated $256K sold.

Newbridge Financial Services Group first reported a position in UUP in Q2 2022 and held it in 4 quarters. The position peaked at $686K in Q3 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

  • Newbridge Financial Services Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 9,200 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $256K.
  • Newbridge Financial Services Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2022 and held it in 4 quarters.
  • Newbridge Financial Services Group's Invesco DB US Dollar Index Bullish Fund position peaked at $686K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.