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

SMART Wealth’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
2024
Q4 		– Sell
-8,524
Closed -$240K – 168
2024
Q3 		$240K Sell
8,524
-2,577
-23% -$73.4K 0.09% 123
2024
Q2 		$323K Sell
11,101
-3,090
-22% -$88.8K 0.13% 97
2024
Q1 		$403K Sell
14,191
-22,943
-62% -$640K 0.18% 75
2023
Q4 		$1.01M Sell
37,134
-136,340
-79% -$3.99M 0.55% 38
2023
Q3 		$5.16M Buy
173,474
+155,859
+885% +$4.47M 3.87% 6
2023
Q2 		$500K Buy
17,615
+1,950
+12% +$54.8K 0.38% 47
2023
Q1 		$437K Buy
+15,665
New +$438K 0.39% 48

Other funds holding UUP

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMART Wealth's UUP Position: Q4 2024 in Review

SMART Wealth sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2024, closing a stake of 8,524 shares — an estimated $240K sold.

SMART Wealth first reported a position in UUP in Q1 2023 and held it in 7 quarters. The position peaked at $5.16M in Q3 2023. 85 funds tracked by Wall St. Rank hold UUP as of Q4 2024.

  • SMART Wealth reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2024 after selling out during the quarter.
  • SMART Wealth sold 8,524 Invesco DB US Dollar Index Bullish Fund shares in Q4 2024, an estimated $240K.
  • SMART Wealth first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2023 and held it in 7 quarters.
  • SMART Wealth's Invesco DB US Dollar Index Bullish Fund position peaked at $5.16M in Q3 2023.
  • 85 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.