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

Octavia 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
-8,536
Closed -$251K – 236
2024
Q4 		$251K Buy
+8,536
New +$252K 0.03% 191

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ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IF
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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

Octavia Wealth Advisors's UUP Position: Q1 2025 in Review

Octavia Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2025, closing a stake of 8,536 shares — an estimated $251K sold.

Octavia Wealth Advisors first reported a position in UUP in Q4 2024 and held it in 1 quarter. The position peaked at $251K in Q4 2024. 76 funds tracked by Wall St. Rank hold UUP as of Q1 2025.

  • Octavia Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 8,536 Invesco DB US Dollar Index Bullish Fund shares in Q1 2025, an estimated $251K.
  • Octavia Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2024 and held it in 1 quarter.
  • Octavia Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $251K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2025.

Based on Octavia Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.