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Retirement Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Retirement Group’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
2022
Q2 		– Sell
-55,876
Closed -$1.47M – 819
2022
Q1 		$1.47M Buy
+55,876
New +$1.45M 0.57% 27

Other funds holding UUP

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Group's UUP Position: Q2 2022 in Review

Retirement Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2022, closing a stake of 55,876 shares — an estimated $1.47M sold.

Retirement Group first reported a position in UUP in Q1 2022 and held it in 1 quarter. The position peaked at $1.47M in Q1 2022. 149 funds tracked by Wall St. Rank hold UUP as of Q2 2022.

  • Retirement Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2022 after selling out during the quarter.
  • Retirement Group sold 55,876 Invesco DB US Dollar Index Bullish Fund shares in Q2 2022, an estimated $1.47M.
  • Retirement Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2022 and held it in 1 quarter.
  • Retirement Group's Invesco DB US Dollar Index Bullish Fund position peaked at $1.47M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2022.

Based on Retirement Group's 13F filing for Q2 2022, filed 4 Aug 2022.