Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
198+ 2.03% |
$5.6K - $5.78K
|
9.97K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
159+ 1.74% |
$4.5K - $4.64K
|
9.29K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.41K - $1.46K
|
50
$1.46K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 4.73% |
$226 - $233
|
177
$5.18K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 7.14% |
$28.3 - $29.2
|
13
$380
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2- 0.06% |
$56.6 - $58.3
|
3.17K
$92.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-29- 2.4% |
$820 - $846
|
1.18K
$34.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-286- 0.62% |
$8.09K - $8.34K
|
45.9K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.13K- 8.44% |
$31.9K - $32.9K
|
12.2K
$358K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.33K- 12.89% |
$37.5K - $38.7K
|
8.97K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.81K- 40.69% |
$51.3K - $52.9K
|
2.64K
$77.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-3.06K- 11.19% |
$86.6K - $89.3K
|
24.3K
$711K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-3.48K- 10.67% |
$98.4K - $102K
|
29.1K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-4.99K- 54.35% |
$141K - $145K
|
4.19K
$122K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13.7K- 76.22% |
$386K - $398K
|
4.26K
$125K
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-24.4KClosed |
$691K - $713K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.5K- 28.37% |
$1.17M - $1.21M
|
105K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52.6K- 12.22% |
$1.49M - $1.53M
|
378K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72.2K- 51.83% |
$2.04M - $2.11M
|
67.1K
$1.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-79.2K- 54.62% |
$2.24M - $2.31M
|
65.8K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-137K- 94.38% |
$3.88M - $4M
|
8.17K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250K- 76.13% |
$7.07M - $7.29M
|
78.4K
$2.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-273K- 39.6% |
$7.73M - $7.97M
|
417K
$12.2M
|