Truist Financial
UUP icon

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

Truist 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
2025
Q1 		– Sell
-7,330
Closed -$216K – 2661
2024
Q4 		$216K Sell
7,330
-679
-8% -$20.1K ﹤0.01% 2353
2024
Q3 		$226K Sell
8,009
-2,324
-22% -$66.2K ﹤0.01% 2291
2024
Q2 		$301K Buy
10,333
+538
+5% +$15.5K ﹤0.01% 2288
2024
Q1 		$278K Sell
9,795
-1,321
-12% -$36.8K ﹤0.01% 2319
2023
Q4 		$301K Sell
11,116
-6,542
-37% -$191K ﹤0.01% 2305
2023
Q3 		$525K Sell
17,658
-10,029
-36% -$288K ﹤0.01% 1901
2023
Q2 		$786K Sell
27,687
-25,047
-47% -$703K ﹤0.01% 1705
2023
Q1 		$1.47M Sell
52,734
-141,045
-73% -$3.94M ﹤0.01% 1371
2022
Q4 		$5.39M Sell
193,779
-118,745
-38% -$3.46M 0.01% 796
2022
Q3 		$9.42M Buy
+312,524
New +$9.06M 0.02% 574
2020
Q4 		– Sell
-8,000
Closed -$203K – 2641
2020
Q3 		$203K Hold
8,000
– – ﹤0.01% 2255
2020
Q2 		$211K Sell
8,000
-209
-3% -$5.59K ﹤0.01% 2161
2020
Q1 		$220K Sell
8,209
-4,025
-33% -$107K ﹤0.01% 2069
2019
Q4 		$318K Buy
+12,234
New +$327K ﹤0.01% 2118

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial's UUP Position: Q1 2025 in Review

Truist Financial sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2025, closing a stake of 7,330 shares — an estimated $216K sold.

Truist Financial first reported a position in UUP in Q4 2019 and held it in 14 quarters. The position peaked at $9.42M in Q3 2022. 76 funds tracked by Wall St. Rank hold UUP as of Q1 2025.

  • Truist Financial reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 7,330 Invesco DB US Dollar Index Bullish Fund shares in Q1 2025, an estimated $216K.
  • Truist Financial first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2019 and held it in 14 quarters.
  • Truist Financial's Invesco DB US Dollar Index Bullish Fund position peaked at $9.42M in Q3 2022.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.