RWA Wealth Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

RWA Wealth Partners’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	-34,005	Closed	-$1M	–	584
2024 Q4	$1M	Buy	+34,005	New	+$1M	0.01%	323
2022 Q4	–	Sell	-85,243	Closed	-$2.57M	–	274
2022 Q3	$2.57M	Buy	85,243 +13,460	+19%	+$390K	0.18%	83
2022 Q2	$2.01M	Buy	+71,783	New	+$1.97M	0.14%	94
2019 Q4	–	Sell	-39,083	Closed	-$1.06M	–	243
2019 Q3	$1.06M	Sell	39,083 -3,213	-8%	-$85.4K	0.11%	118
2019 Q2	$1.1M	Buy	+42,296	New	+$1.11M	0.12%	110
2019 Q1	–	Sell	-59,379	Closed	-$1.51M	–	243
2018 Q4	$1.51M	Buy	+59,379	New	+$1.53M	0.2%	97

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWA Wealth Partners's UUP Position: Q1 2025 in Review

RWA Wealth Partners sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2025, closing a stake of 34,005 shares — an estimated $1M sold.

RWA Wealth Partners first reported a position in UUP in Q4 2018 and held it in 6 quarters. The position peaked at $2.57M in Q3 2022. 76 funds tracked by Wall St. Rank hold UUP as of Q1 2025.

RWA Wealth Partners reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2025 after selling out during the quarter.
RWA Wealth Partners sold 34,005 Invesco DB US Dollar Index Bullish Fund shares in Q1 2025, an estimated $1M.
RWA Wealth Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2018 and held it in 6 quarters.
RWA Wealth Partners's Invesco DB US Dollar Index Bullish Fund position peaked at $2.57M in Q3 2022.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.