Latest Institutional Transactions on Invesco Db Us Dollar Index Bullish Fund (UUP)
This table provides information on the latest institutional transactions involving Invesco Db Us Dollar Index Bullish Fund (UUP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
63.6KNew |
$1.8M - $1.95M
|
63.6K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.53KNew |
$185K - $200K
|
6.53K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
65KNew |
$1.84M - $1.99M
|
65K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
174KNew |
$4.91M - $5.32M
|
174K
$4.88M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
119KNew |
$3.37M - $3.66M
|
119K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.01KNew |
$28.5K - $30.9K
|
1.01K
$28.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-3.01K- 12.35% |
$85.3K - $92.4K
|
21.4K
$601K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
34KNew |
$962K - $1.04M
|
34K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
159New |
$4.5K - $4.88K
|
159
$4.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
23.4KNew |
$662K - $717K
|
23.4K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34New |
$962 - $1.04K
|
34
$956
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
23+ 4.41% |
$651 - $705
|
545
$15.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-679- 8.48% |
$19.2K - $20.8K
|
7.33K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.19KNew |
$232K - $251K
|
8.19K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21+ 4.38% |
$594 - $644
|
500
$14.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
494New |
$14K - $15.2K
|
494
$13.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
12.3KNew |
$349K - $378K
|
12.3K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.4KNew |
$606K - $657K
|
21.4K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
328New |
$9.28K - $10.1K
|
328
$9.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.54KNew |
$242K - $262K
|
8.54K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-644- 72.6% |
$18.2K - $19.8K
|
243
$6.83K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
26New |
$736 - $797
|
26
$731
|
|
| Q3 2024 | |||||||
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.98KClosed |
$195K - $203K
|
0
$0
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.58K- 23.21% |
$72K - $75.1K
|
8.52K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
70KNew |
$1.96M - $2.04M
|
70K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.13K- 95.55% |
$59.4K - $62K
|
99
$2.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42.2KNew |
$1.18M - $1.23M
|
42.2K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$27.9 - $29.1
|
1
$28.1
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
85.7K+ 141.89% |
$2.39M - $2.5M
|
146K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
69New |
$1.93K - $2.01K
|
69
$1.94K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-75- 98.68% |
$2.09K - $2.19K
|
1
$28.1
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.07K+ 64.89% |
$225K - $235K
|
20.5K
$576K
|
|
| Q2 2024 | |||||||
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-3.48K- 10.67% |
$98.4K - $102K
|
29.1K
$819K
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-24.4KClosed |
$691K - $713K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
525New |
$14.9K - $15.3K
|
525
$14.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.08KNew |
$30.4K - $31.4K
|
1.08K
$30.2K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.3KNew |
$1.93M - $1.99M
|
68.3K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
4KNew |
$113K - $117K
|
4K
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
275New |
$7.78K - $8.02K
|
275
$7.73K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14.2KNew |
$402K - $414K
|
14.2K
$399K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
28.4KNew |
$802K - $827K
|
28.4K
$797K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.8KNew |
$420K - $433K
|
14.8K
$417K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.9KNew |
$760K - $784K
|
26.9K
$755K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.41K - $1.46K
|
50
$1.41K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
118K+ 515.92% |
$3.34M - $3.44M
|
141K
$3.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.03K+ 58.47% |
$199K - $205K
|
19.1K
$536K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.7KNew |
$1.07M - $1.1M
|
37.7K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.6KNew |
$1.83M - $1.88M
|
64.6K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
16.2K+ 7.78% |
$459K - $474K
|
225K
$6.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.1KNew |
$286K - $295K
|
10.1K
$284K
|
|