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

Stifel Financial’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	-60,075	Closed	-$1.67M	–	3419
2023 Q1	$1.67M	Sell	60,075 -23,886	-28%	-$667K	﹤0.01%	1690
2022 Q4	$2.33M	Sell	83,961 -4,860	-5%	-$142K	﹤0.01%	1405
2022 Q3	$2.68M	Sell	88,821 -6,967	-7%	-$202K	﹤0.01%	1271
2022 Q2	$2.68M	Buy	95,788 +3,601	+4%	+$98.7K	﹤0.01%	1313
2022 Q1	$2.42M	Buy	+92,187	New	+$2.39M	﹤0.01%	1482
2020 Q2	–	Sell	-53,574	Closed	-$1.43M	–	2954
2020 Q1	$1.43M	Buy	+53,574	New	+$1.43M	﹤0.01%	1227
2019 Q2	–	Sell	-19,069	Closed	-$495K	–	3051
2019 Q1	$495K	Buy	19,069 +499	+3%	+$12.8K	﹤0.01%	2071
2018 Q4	$471K	Buy	+18,570	New	+$477K	﹤0.01%	1963
2016 Q3	–	Sell	-23,349	Closed	-$581K	–	2517
2016 Q2	$581K	Buy	+23,349	New	+$572K	﹤0.01%	1672
2015 Q2	–	Sell	-95,643	Closed	-$2.48M	–	2428
2015 Q1	$2.48M	Buy	95,643 +1,306	+1%	+$32.9K	0.01%	854
2014 Q4	$2.26M	Buy	+94,337	New	+$2.19M	0.01%	863

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

Stifel Financial's UUP Position: Q2 2023 in Review

Stifel Financial sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 60,075 shares — an estimated $1.67M sold.

Stifel Financial first reported a position in UUP in Q4 2014 and held it in 11 quarters. The position peaked at $2.68M in Q3 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

Stifel Financial reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
Stifel Financial sold 60,075 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $1.67M.
Stifel Financial first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2014 and held it in 11 quarters.
Stifel Financial's Invesco DB US Dollar Index Bullish Fund position peaked at $2.68M in Q3 2022.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

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