VAG
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VisionPoint Advisory Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

VisionPoint Advisory Group’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
Q1 		– Sell
-12
Closed -$325 – 863
2023
Q4 		$325 Sell
12
-2,780
-100% -$81.3K ﹤0.01% 691
2023
Q3 		$83K Sell
2,792
-1,991
-42% -$57.1K 0.04% 209
2023
Q2 		$136K Buy
+4,783
New +$134K 0.06% 155

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NYLIM
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Susquehanna International Group
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ETC
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BNP Paribas Financial Markets
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Goldman Sachs
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Ameriprise
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
CFG
Compton Financial Group Towson, Maryland $453M AUM 12.19% 1-Year Est. Return