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

Stratos Wealth Advisors’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	-7,796	Closed	-$217K	–	662
2023 Q1	$217K	Sell	7,796 -1,918	-20%	-$53.6K	0.02%	563
2022 Q4	$270K	Buy	+9,714	New	+$283K	0.02%	491
2022 Q3	–	Sell	-261,966	Closed	-$7.33M	–	540
2022 Q2	$7.33M	Sell	261,966 -47,527	-15%	-$1.3M	0.66%	23
2022 Q1	$8.14M	Buy	309,493 +251,058	+430%	+$6.51M	0.66%	26
2021 Q4	$1.5M	Buy	+58,435	New	+$1.49M	0.11%	226

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stratos Wealth Advisors's UUP Position: Q2 2023 in Review

Stratos Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 7,796 shares — an estimated $217K sold.

Stratos Wealth Advisors first reported a position in UUP in Q4 2021 and held it in 5 quarters. The position peaked at $8.14M in Q1 2022. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

Stratos Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 7,796 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $217K.
Stratos Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2021 and held it in 5 quarters.
Stratos Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $8.14M in Q1 2022.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on Stratos Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.