Sowell Financial Services’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Sowell Financial Services’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	-28,534	Closed	-$796K	–	820
2023 Q1	$796K	Buy	+28,534	New	+$797K	0.06%	340
2022 Q2	–	Sell	-10,101	Closed	-$266K	–	332
2022 Q1	$266K	Buy	+10,101	New	+$262K	0.05%	163
2021 Q2	–	Sell	-655	Closed	-$16K	–	2623
2021 Q1	$16K	Hold	655	–	–	﹤0.01%	2140
2020 Q4	$16K	Hold	655	–	–	﹤0.01%	1843
2020 Q3	$17K	Sell	655 -380	-37%	-$9.65K	﹤0.01%	1640
2020 Q2	$27K	Sell	1,035 -25,104	-96%	-$671K	﹤0.01%	1370
2020 Q1	$53K	Buy	26,139 +24,345	+1,357%	+$648K	﹤0.01%	1039
2019 Q4	$47K	Hold	1,794	–	–	﹤0.01%	1170
2019 Q3	$49K	Buy	+1,794	New	+$47.7K	﹤0.01%	1006
2017 Q1	–	Sell	-3,323	Closed	-$87K	–	551
2016 Q4	$87K	Buy	+3,323	New	+$85.7K	0.03%	282

Other funds holding UUP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sowell Financial Services's UUP Position: Q2 2023 in Review

Sowell Financial Services sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 28,534 shares — an estimated $796K sold.

Sowell Financial Services first reported a position in UUP in Q4 2016 and held it in 10 quarters. The position peaked at $796K in Q1 2023. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

Sowell Financial Services reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 28,534 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $796K.
Sowell Financial Services first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2016 and held it in 10 quarters.
Sowell Financial Services's Invesco DB US Dollar Index Bullish Fund position peaked at $796K in Q1 2023.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.