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

Simplicity Solutions’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
2021 Q1	–	Sell	-22,355	Closed	-$542K	–	942
2020 Q4	$542K	Sell	22,355 -123,588	-85%	-$3.07M	0.01%	682
2020 Q3	$3.7M	Buy	+145,943	New	+$3.71M	0.07%	236
2020 Q2	–	Sell	-98,115	Closed	-$2.63M	–	925
2020 Q1	$2.63M	Buy	+98,115	New	+$2.61M	0.08%	186

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Simplicity Solutions's UUP Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2021, closing a stake of 22,355 shares — an estimated $542K sold.

Simplicity Solutions first reported a position in UUP in Q1 2020 and held it in 3 quarters. The position peaked at $3.7M in Q3 2020. 63 funds tracked by Wall St. Rank hold UUP as of Q1 2021.

Simplicity Solutions reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 22,355 Invesco DB US Dollar Index Bullish Fund shares in Q1 2021, an estimated $542K.
Simplicity Solutions first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and held it in 3 quarters.
Simplicity Solutions's Invesco DB US Dollar Index Bullish Fund position peaked at $3.7M in Q3 2020.
63 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.