RIA
UUP icon

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

Regal 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
2020
Q3 		– Sell
-13,078
Closed -$344K – 275
2020
Q2 		$344K Buy
+13,078
New +$350K 0.06% 223
2019
Q4 		– Sell
-32,683
Closed -$886K – 357
2019
Q3 		$886K Buy
32,683
+136
+0.4% +$3.62K 0.17% 142
2019
Q2 		$845K Sell
32,547
-2,818
-8% -$73.7K 0.16% 142
2019
Q1 		$921K Sell
35,365
-6,590
-16% -$169K 0.19% 132
2018
Q4 		$1.07M Buy
41,955
+22,855
+120% +$587K 0.23% 120
2018
Q3 		$482K Buy
19,100
+686
+4% +$17.2K 0.1% 193
2018
Q2 		$459K Buy
+18,414
New +$449K 0.14% 168
2016
Q1 		– Sell
-28,235
Closed -$724K – 284
2015
Q4 		$724K Buy
28,235
+15,923
+129% +$405K 0.19% 126
2015
Q3 		$309K Sell
12,312
-65,321
-84% -$1.64M 0.08% 188
2015
Q2 		$1.94M Buy
77,633
+1,148
+2% +$29K 0.53% 69
2015
Q1 		$1.98M Sell
76,485
-33,973
-31% -$856K 0.49% 74
2014
Q4 		$2.65M Buy
110,458
+88,426
+401% +$2.05M 0.71% 41
2014
Q3 		$504K Buy
22,032
+18,160
+469% +$398K 0.15% 146
2014
Q2 		$82K Buy
3,872
+2,872
+287% +$61.5K 0.03% 308
2014
Q1 		$21K Buy
1,000
+780
+355% +$16.8K 0.01% 502
2013
Q4 		$5K Buy
220
+200
+1,000% +$4.33K ﹤0.01% 680
2013
Q3 		$0 Sell
20
-800
-98% -$17.7K ﹤0.01% 940
2013
Q2 		$18K Buy
+820
New +$18.4K 0.01% 480

Other funds holding UUP

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Regal Investment Advisors's UUP Position: Q3 2020 in Review

Regal Investment Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2020, closing a stake of 13,078 shares — an estimated $344K sold.

Regal Investment Advisors first reported a position in UUP in Q2 2013 and held it in 18 quarters. The position peaked at $2.65M in Q4 2014. 75 funds tracked by Wall St. Rank hold UUP as of Q3 2020.

  • Regal Investment Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 13,078 Invesco DB US Dollar Index Bullish Fund shares in Q3 2020, an estimated $344K.
  • Regal Investment Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and held it in 18 quarters.
  • Regal Investment Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $2.65M in Q4 2014.
  • 75 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2020.

Based on Regal Investment Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.