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TAP Consulting’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

TAP Consulting’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 		$419K Hold
14,227
– – 0.09% 119
2024
Q3 		$401K Hold
14,227
– – 0.08% 124
2024
Q2 		$414K Hold
14,227
– – 0.09% 126
2024
Q1 		$404K Hold
14,227
– – 0.09% 126
2023
Q4 		$385K Hold
14,227
– – 0.09% 109
2023
Q3 		$423K Sell
14,227
-312
-2% -$8.95K 0.11% 108
2023
Q2 		$413K Sell
14,539
-439,529
-97% -$12.3M 0.1% 113
2023
Q1 		$12.7M Sell
454,068
-102,329
-18% -$2.86M 3.1% 4
2022
Q4 		$15.5M Buy
556,397
+199,250
+56% +$5.8M 4.05% 2
2022
Q3 		$10.8M Buy
357,147
+255,827
+252% +$7.41M 2.88% 3
2022
Q2 		$2.83M Buy
+101,320
New +$2.78M 0.79% 42

Other funds holding UUP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $936M AUM 19.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return