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UUP icon

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

SignatureFD’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
Q3 		– Sell
-779
Closed -$22.1K – 3313
2023
Q2 		$22.1K Hold
779
– – ﹤0.01% 1834
2023
Q1 		$21.7K Buy
+779
New +$21.8K ﹤0.01% 1824
2022
Q4 		– Sell
-1,247
Closed -$38K – 3415
2022
Q3 		$38K Buy
+1,247
New +$36.1K ﹤0.01% 1417
2014
Q4 		– Sell
-23,000
Closed -$526K – 945
2014
Q3 		$526K Hold
23,000
– – 0.17% 49
2014
Q2 		$489K Buy
+23,000
New +$492K 0.17% 51
2013
Q3 		– Sell
-23,125
Closed -$522K – 764
2013
Q2 		$522K Buy
+23,125
New +$519K 0.27% 39

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SignatureFD's UUP Position: Q3 2023 in Review

SignatureFD sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2023, closing a stake of 779 shares — an estimated $22.1K sold.

SignatureFD first reported a position in UUP in Q2 2013 and held it in 6 quarters. The position peaked at $526K in Q3 2014. 93 funds tracked by Wall St. Rank hold UUP as of Q3 2023.

  • SignatureFD reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2023 after selling out during the quarter.
  • SignatureFD sold 779 Invesco DB US Dollar Index Bullish Fund shares in Q3 2023, an estimated $22.1K.
  • SignatureFD first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and held it in 6 quarters.
  • SignatureFD's Invesco DB US Dollar Index Bullish Fund position peaked at $526K in Q3 2014.
  • 93 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2023.

Based on SignatureFD's 13F filing for Q3 2023, filed 3 Nov 2023.