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Prime Capital Investment Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Prime Capital Investment 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
2023
Q1 		– Sell
-33,981
Closed -$945K – 657
2022
Q4 		$945K Buy
33,981
+21,951
+182% +$639K 0.04% 243
2022
Q3 		$363K Buy
12,030
+4,612
+62% +$134K 0.02% 277
2022
Q2 		$207K Buy
+7,418
New +$203K 0.01% 355
2021
Q2 		– Sell
-2,386
Closed -$60K – 536
2021
Q1 		$60K Buy
2,386
+129
+6% +$3.17K ﹤0.01% 324
2020
Q4 		$55K Sell
2,257
-13
-0.6% -$323 ﹤0.01% 317
2020
Q3 		$58K Buy
2,270
+80
+4% +$2.03K ﹤0.01% 301
2020
Q2 		$58K Sell
2,190
-223
-9% -$5.96K 0.01% 309
2020
Q1 		$65K Sell
2,413
-728
-23% -$19.4K 0.01% 268
2019
Q4 		$82K Sell
3,141
-757
-19% -$20.2K 0.01% 259
2019
Q3 		$106K Sell
3,898
-1,094
-22% -$29.1K 0.02% 243
2019
Q2 		$130K Sell
4,992
-451
-8% -$11.8K 0.02% 184
2019
Q1 		$142K Sell
5,443
-126
-2% -$3.23K 0.04% 144
2018
Q4 		$142K Sell
5,569
-1,712
-24% -$44K 0.05% 125
2018
Q3 		$184K Sell
7,281
-6,046
-45% -$152K 0.06% 127
2018
Q2 		$332K Sell
13,327
-656
-5% -$16K 0.14% 108
2018
Q1 		$330K Sell
13,983
-7,861
-36% -$185K 0.23% 80
2017
Q4 		$525K Buy
+21,844
New +$532K 0.4% 60

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Prime Capital Investment Advisors's UUP Position: Q1 2023 in Review

Prime Capital Investment Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2023, closing a stake of 33,981 shares — an estimated $945K sold.

Prime Capital Investment Advisors first reported a position in UUP in Q4 2017 and held it in 17 quarters. The position peaked at $945K in Q4 2022. 139 funds tracked by Wall St. Rank hold UUP as of Q1 2023.

  • Prime Capital Investment Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 33,981 Invesco DB US Dollar Index Bullish Fund shares in Q1 2023, an estimated $945K.
  • Prime Capital Investment Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2017 and held it in 17 quarters.
  • Prime Capital Investment Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $945K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.