Purchases and Sales Made in Q4 2024 in Invesco Db Us Dollar Index Bullish Fund (UUP)
This table provides information about the institutional ownership of Invesco Db Us Dollar Index Bullish Fund (UUP) during Q4 2024. The information is specifically focused on institutions that hold shares of Invesco DB US Dollar Index Bullish Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-431- 14.93% |
$12.2K - $13.2K
|
2.46K
$70K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-583- 26.99% |
$16.5K - $17.9K
|
1.58K
$44.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-644- 72.6% |
$18.2K - $19.8K
|
243
$6.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-679- 8.48% |
$19.2K - $20.8K
|
7.33K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.49K- 14.82% |
$70.6K - $76.5K
|
14.3K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-3K- 96.22% |
$84.9K - $92K
|
118
$3.36K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-3.01K- 12.35% |
$85.3K - $92.4K
|
21.4K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.36K- 22.13% |
$123K - $134K
|
15.3K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.71K- 30.42% |
$133K - $144K
|
10.8K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.41K- 0.38% |
$238K - $258K
|
2.22M
$63.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-9.41K- 22.22% |
$266K - $289K
|
32.9K
$939K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.42K- 26.02% |
$266K - $289K
|
26.8K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.6K- 23.62% |
$355K - $385K
|
40.6K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-33.1K- 10.12% |
$937K - $1.02M
|
294K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.4K- 12.79% |
$973K - $1.05M
|
234K
$6.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-84.7K- 90.85% |
$2.4M - $2.6M
|
8.53K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.48M- 55.71% |
$70.1M - $75.9M
|
1.97M
$56.1M
|