Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
786New |
$21.4K - $22.5K
|
786
$23.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
779New |
$21.2K - $22.3K
|
779
$23.5K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
636+ 41.14% |
$17.3K - $18.2K
|
2.18K
$65.8K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
607+ 0.32% |
$16.5K - $17.4K
|
189K
$5.69M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
564+ 0.96% |
$15.4K - $16.1K
|
59.1K
$1.78M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
460+ 1.39% |
$12.5K - $13.2K
|
33.5K
$1.01M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
302New |
$8.23K - $8.64K
|
302
$9.11K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
231+ 325.35% |
$6.29K - $6.61K
|
302
$9.11K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200+ 100.0% |
$5.45K - $5.72K
|
400
$12.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
27+ 67.5% |
$736 - $773
|
67
$2.02K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2New |
$54.5 - $57.2
|
2
$60.3
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-146- 1.93% |
$3.98K - $4.18K
|
7.44K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-534- 43.99% |
$14.6K - $15.3K
|
680
$20.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-773- 1.27% |
$21.1K - $22.1K
|
60.1K
$1.81M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-805- 8.18% |
$21.9K - $23K
|
9.04K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-858- 7.44% |
$23.4K - $24.6K
|
10.7K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.32K- 12.43% |
$36K - $37.8K
|
9.3K
$281K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.35K- 8.22% |
$36.8K - $38.7K
|
15.1K
$456K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 99.8% |
$41.1K - $43.2K
|
3
$90.5
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.55K- 13.99% |
$42.3K - $44.4K
|
9.55K
$288K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 19.74% |
$52.3K - $54.9K
|
7.8K
$235K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.13K- 35.38% |
$58K - $61K
|
3.89K
$117K
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.61K- 8.73% |
$71.2K - $74.8K
|
27.3K
$823K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.65K- 25.09% |
$72.2K - $75.9K
|
7.92K
$239K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.09K- 40.7% |
$84.1K - $88.3K
|
4.5K
$136K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.79K- 27.1% |
$103K - $109K
|
10.2K
$308K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.82K- 35.47% |
$104K - $109K
|
6.94K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Vista Finance, LLC
|
SELL
|
- |
-4.02K- 0.92% |
$109K - $115K
|
432K
$13M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.01K- 39.95% |
$137K - $144K
|
7.54K
$227K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.06K- 0.73% |
$138K - $145K
|
691K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.08K- 8.93% |
$166K - $174K
|
62K
$1.87M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.55K- 0.88% |
$206K - $216K
|
855K
$25.8M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-7.66K- 41.81% |
$209K - $219K
|
10.7K
$322K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-7.83K- 15.06% |
$213K - $224K
|
44.2K
$1.33M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9.38KClosed |
$255K - $268K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-11.5K- 58.86% |
$312K - $328K
|
8.01K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-14.6K- 58.86% |
$399K - $419K
|
10.2K
$309K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.9K- 24.22% |
$407K - $427K
|
46.7K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.6K- 32.75% |
$425K - $447K
|
32K
$967K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16K- 19.12% |
$435K - $457K
|
67.6K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17K- 38.12% |
$464K - $487K
|
27.6K
$834K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-19.6K- 13.11% |
$534K - $561K
|
130K
$3.92M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-21.2K- 97.55% |
$577K - $606K
|
533
$16.1K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-21.2KClosed |
$578K - $607K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.9K- 28.45% |
$651K - $684K
|
60.1K
$1.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-24.1K- 38.24% |
$656K - $689K
|
38.9K
$1.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-24.3K- 46.67% |
$661K - $695K
|
27.7K
$837K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.1K- 32.88% |
$684K - $719K
|
51.2K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-28K- 68.55% |
$763K - $801K
|
12.8K
$388K
|