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

TRUADVICE’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	-77,128	Closed	-$2.14M	–	276
2023 Q1	$2.14M	Buy	+77,128	New	+$2.16M	0.85%	27

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 $5.54B AUM 27.43% 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

TRUADVICE's UUP Position: Q2 2023 in Review

TRUADVICE sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2023, closing a stake of 77,128 shares — an estimated $2.14M sold.

TRUADVICE first reported a position in UUP in Q1 2023 and held it in 1 quarter. The position peaked at $2.14M in Q1 2023. 97 funds tracked by Wall St. Rank hold UUP as of Q2 2023.

TRUADVICE reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2023 after selling out during the quarter.
TRUADVICE sold 77,128 Invesco DB US Dollar Index Bullish Fund shares in Q2 2023, an estimated $2.14M.
TRUADVICE first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2023 and held it in 1 quarter.
TRUADVICE's Invesco DB US Dollar Index Bullish Fund position peaked at $2.14M in Q1 2023.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2023.

Based on TRUADVICE's 13F filing for Q2 2023, filed 11 Aug 2023.