HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing UUP Share Count | ||||
| Exchange Traded Concepts LLC | 322,694 | 430,508 | +107,814 | +33.41% |
| Compton Financial Group LLC | 205,194 | 208,713 | +3,519 | +1.71% |
| 13F Filers Reporting New Positions In UUP | ||||
| U S Global Investors Inc. | 0 | 14,900 | +14,900 | +100% |
| Vicus Capital | 0 | 95,769 | +95,769 | +100% |
| Focus Financial Network Inc. | 0 | 13,377 | +13,377 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Salem Investment Counselors Inc. | 1,310 | 1,310 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 1,440 | 1,440 | UNCH | 0.00% |
| TAP Consulting LLC | 14,227 | 14,227 | UNCH | 0.00% |
| 13F Filers Decreasing UUP Share Count | ||||
| Global Retirement Partners LLC | 8,004 | 127 | -7,877 | -98.41% |
| Park Edge Advisors LLC | 185,019 | 36,293 | -148,726 | -80.38% |
| Sound Income Strategies LLC | 75,112 | 17,915 | -57,197 | -76.15% |
| Cambridge Investment Research Advisors Inc. | 229,942 | 55,261 | -174,681 | -75.97% |
| CWM LLC | 28,244 | 10,298 | -17,946 | -63.54% |
| IMC Chicago LLC | 94,546 | 35,761 | -58,785 | -62.18% |
| Bank of New York Mellon Corp | 22,058 | 20,257 | -1,801 | -8.16% |
| Private Trust Co. NA | 9,310 | 9,130 | -180 | -1.93% |
| 4Thought Financial Group Inc. | 3,173 | 3,171 | -2 | -0.06% |
| 13F Filers Exiting UUP | ||||
| Clearview Wealth Advisors LLC | 73,137 | 0 | -73,137 | -100.00% |
| Client First Capital LLC | 207,598 | 0 | -207,598 | -100.00% |
| Aurora Private Wealth Inc. | 11,887 | 0 | -11,887 | -100.00% |
| EWG Elevate Inc. | 11,464 | 0 | -11,464 | -100.00% |
| Kovack Advisors Inc. | 8,877 | 0 | -8,877 | -100.00% |
| Raymond James Financial Services Advisors Inc. | 148,889 | 0 | -148,889 | -100.00% |
| Raymond James & Associates | 14,605 | 0 | -14,605 | -100.00% |
See Summary: Institutional Holders of UUP
See Details: Top 10 Hedge Funds Holding UUP
