Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.5K+ 14.89% |
$41.6K - $45.5K
|
11.5K
$350K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.45K+ 1446.0% |
$40.2K - $44K
|
1.55K
$46.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$39.3K - $43K
|
1.41K
$42.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.04K+ 2.24% |
$29K - $31.8K
|
47.6K
$1.45M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.03K+ 12.27% |
$28.5K - $31.2K
|
9.38K
$284K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$27.8K - $30.5K
|
1K
$30.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
993+ 8.89% |
$27.6K - $30.2K
|
12.2K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
729New |
$20.3K - $22.2K
|
729
$22.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
714+ 142.8% |
$19.9K - $21.7K
|
1.21K
$36.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
550New |
$15.3K - $16.8K
|
550
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
505+ 7.14% |
$14K - $15.4K
|
7.58K
$230K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
463New |
$12.9K - $14.1K
|
463
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
276New |
$7.68K - $8.41K
|
276
$8.37K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$5.56K - $6.09K
|
200
$6.07K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
115+ 0.89% |
$3.2K - $3.5K
|
13.1K
$397K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
87+ 0.7% |
$2.42K - $2.65K
|
12.5K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
50+ 2.94% |
$1.39K - $1.52K
|
1.75K
$53.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
21New |
$584 - $640
|
21
$637
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$27.8 - $30.5
|
1
$30.3
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-500- 0.35% |
$13.9K - $15.2K
|
142K
$4.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.21K- 4.0% |
$33.7K - $36.9K
|
29.1K
$882K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.25K- 7.08% |
$34.9K - $38.2K
|
16.5K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.32K- 1.45% |
$36.7K - $40.1K
|
89.8K
$2.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.46K- 16.15% |
$40.6K - $44.5K
|
7.58K
$230K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.66K- 6.26% |
$46.2K - $50.6K
|
24.9K
$754K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.69K- 16.4% |
$47.1K - $51.5K
|
8.63K
$262K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.98K- 15.17% |
$55.1K - $60.4K
|
11.1K
$336K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.25K- 15.12% |
$62.5K - $68.5K
|
12.6K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.86K- 5.47% |
$135K - $148K
|
84K
$2.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.04K- 9.96% |
$140K - $154K
|
45.6K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-6.13K- 4.52% |
$170K - $187K
|
130K
$3.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-6.16K- 1.7% |
$171K - $188K
|
356K
$10.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.37K- 83.23% |
$205K - $224K
|
1.49K
$45K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.12KClosed |
$226K - $247K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.06K- 53.48% |
$252K - $276K
|
7.88K
$239K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.1K- 38.51% |
$281K - $308K
|
16.1K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-10.5K- 10.39% |
$292K - $319K
|
90.5K
$2.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-10.7K- 4.76% |
$296K - $325K
|
213K
$6.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.4K- 50.67% |
$317K - $347K
|
11.1K
$337K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 0.82% |
$346K - $379K
|
1.51M
$45.6M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 29.31% |
$368K - $403K
|
31.9K
$967K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13.2K- 12.44% |
$368K - $403K
|
93.1K
$2.82M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.5KClosed |
$432K - $473K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-16.5K- 28.81% |
$460K - $503K
|
40.8K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-17.2K- 75.6% |
$478K - $524K
|
5.55K
$168K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-23.2K- 52.22% |
$645K - $706K
|
21.2K
$644K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.3K- 64.97% |
$731K - $800K
|
14.2K
$430K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-27K- 44.96% |
$751K - $823K
|
33.1K
$1M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-28K- 3.14% |
$779K - $853K
|
863K
$26.2M
|