Plante Moran Financial Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Plante Moran Financial 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	-34	Closed	-$1K	–	970
2024 Q4	$1K	Buy	+34	New	+$1K	﹤0.01%	821
2020 Q2	–	Sell	-13,000	Closed	-$349K	–	850
2020 Q1	$349K	Buy	+13,000	New	+$346K	0.16%	82
2016 Q4	–	Sell	-870	Closed	-$21K	–	1042
2016 Q3	$21K	Buy	+870	New	+$21.5K	0.01%	486

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Plante Moran Financial Advisors's UUP Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2025, closing a stake of 34 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in UUP in Q3 2016 and held it in 3 quarters. The position peaked at $349K in Q1 2020. 76 funds tracked by Wall St. Rank hold UUP as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 34 Invesco DB US Dollar Index Bullish Fund shares in Q1 2025, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2016 and held it in 3 quarters.
Plante Moran Financial Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $349K in Q1 2020.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.