Patriot Financial Group Insurance Agency’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Patriot Financial Group Insurance Agency’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	-43,226	Closed	-$1.21M	–	492
2023 Q1	$1.21M	Buy	43,226 +1,445	+3%	+$40.4K	0.24%	98
2022 Q4	$1.16M	Buy	41,781 +4,381	+12%	+$128K	0.16%	86
2022 Q3	$1.13M	Buy	37,400 +20,720	+124%	+$600K	0.27%	83
2022 Q2	$466K	Buy	16,680 +11,880	+248%	+$326K	0.09%	212
2022 Q1	$126K	Buy	+4,800	New	+$125K	0.02%	522

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UUP Position: Q2 2023 in Review

Patriot Financial Group Insurance Agency sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 43,226 shares — an estimated $1.21M sold.

Patriot Financial Group Insurance Agency first reported a position in UUP in Q1 2022 and held it in 5 quarters. The position peaked at $1.21M in Q1 2023. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

Patriot Financial Group Insurance Agency reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 43,226 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $1.21M.
Patriot Financial Group Insurance Agency first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2022 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Invesco DB US Dollar Index Bullish Fund position peaked at $1.21M in Q1 2023.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2023, filed 17 Jul 2023.