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Silverlake Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Silverlake Wealth Management’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
Q2 		– Sell
-30,238
Closed -$843K – 235
2023
Q1 		$843K Buy
30,238
+15,498
+105% +$433K 0.51% 51
2022
Q4 		$410K Buy
+14,740
New +$429K 0.26% 100

Other funds holding UUP

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Silverlake Wealth Management's UUP Position: Q2 2023 in Review

Silverlake Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 30,238 shares — an estimated $843K sold.

Silverlake Wealth Management first reported a position in UUP in Q4 2022 and held it in 2 quarters. The position peaked at $843K in Q1 2023. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

  • Silverlake Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
  • Silverlake Wealth Management sold 30,238 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $843K.
  • Silverlake Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2022 and held it in 2 quarters.
  • Silverlake Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $843K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Silverlake Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.