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Perigon Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Perigon Wealth Management’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
2024
Q3 		– Sell
-26,874
Closed -$783K – 1036
2024
Q2 		$783K Buy
+26,874
New +$772K 0.02% 431
2023
Q4 		– Sell
-36,021
Closed -$1.07M – 878
2023
Q3 		$1.07M Buy
+36,021
New +$1.03M 0.04% 294
2022
Q4 		– Sell
-24,500
Closed -$739K – 723
2022
Q3 		$739K Hold
24,500
– – 0.06% 254
2022
Q2 		$685K Sell
24,500
-135
-0.5% -$3.7K 0.06% 271
2022
Q1 		$648K Buy
+24,635
New +$639K 0.05% 302

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return