PWAC
UUP icon

Private Wealth Advisors (California)’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Private Wealth Advisors (California)’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
2020
Q2 		– Sell
-79,244
Closed -$2.13M – 60
2020
Q1 		$2.13M Buy
+79,244
New +$2.11M 1.74% 19

Other funds holding UUP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Private Wealth Advisors (California)'s UUP Position: Q2 2020 in Review

Private Wealth Advisors (California) sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2020, closing a stake of 79,244 shares — an estimated $2.13M sold.

Private Wealth Advisors (California) first reported a position in UUP in Q1 2020 and held it in 1 quarter. The position peaked at $2.13M in Q1 2020. 66 funds tracked by Wall St. Rank hold UUP as of Q2 2020.

  • Private Wealth Advisors (California) reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2020 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 79,244 Invesco DB US Dollar Index Bullish Fund shares in Q2 2020, an estimated $2.13M.
  • Private Wealth Advisors (California) first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and held it in 1 quarter.
  • Private Wealth Advisors (California)'s Invesco DB US Dollar Index Bullish Fund position peaked at $2.13M in Q1 2020.
  • 66 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2020, filed 13 Aug 2020.