4FG
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4Thought Financial Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

4Thought Financial Group’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.2K Sell
2,224
-154
-6% -$4.27K 0.03% 64
2026
Q1 		$66.1K Buy
2,378
+71
+3% +$1.94K 0.03% 66
2025
Q4 		$62.4K Sell
2,307
-1,111
-33% -$31K 0.03% 57
2025
Q3 		$94K Hold
3,418
– – 0.05% 54
2025
Q2 		$91.9K Buy
3,418
+29
+0.9% +$798 0.05% 54
2025
Q1 		$96.7K Buy
3,389
+123
+4% +$3.58K 0.06% 53
2024
Q4 		$96.1K Buy
3,266
+145
+5% +$4.28K 0.06% 51
2024
Q3 		$87.9K Sell
3,121
-48
-2% -$1.37K 0.05% 54
2024
Q2 		$92.3K Sell
3,169
-2
-0.1% -$57 0.06% 55
2024
Q1 		$90K Sell
3,171
-2
-0.1% -$56 0.06% 54
2023
Q4 		$86K Buy
3,173
+111
+4% +$3.25K 0.06% 53
2023
Q3 		$91K Buy
3,062
+11
+0.4% +$316 0.07% 49
2023
Q2 		$86.6K Buy
+3,051
New +$85.7K 0.07% 50
2022
Q2 		– Sell
-4,807
Closed -$126K – 105
2022
Q1 		$126K Buy
4,807
+49
+1% +$1.27K 0.11% 51
2021
Q4 		$122K Sell
4,758
-9
-0.2% -$230 0.1% 51
2021
Q3 		$121K Sell
4,767
-200
-4% -$4.99K 0.11% 52
2021
Q2 		$123K Sell
4,967
-2,886
-37% -$70.7K 0.11% 52
2021
Q1 		$197K Buy
+7,853
New +$193K 0.19% 44

Other funds holding UUP

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
QFP
Quantum Financial Partners Overland Park, Kansas $196M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

4Thought Financial Group's UUP Position: Q2 2026 in Review

4Thought Financial Group reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 6.5% in Q2 2026, selling an estimated $4.27K and leaving 2,224 shares worth $63.2K. The position accounts for 0.03% of the portfolio, ranked #64.

4Thought Financial Group first reported a position in UUP in Q1 2021 and has held it in 18 quarters since. The position peaked at $197K in Q1 2021. 19 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • 4Thought Financial Group held 2,224 shares of Invesco DB US Dollar Index Bullish Fund worth $63.2K as of Q2 2026.
  • 4Thought Financial Group sold 154 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $4.27K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.03% of 4Thought Financial Group's portfolio in Q2 2026, its #64 holding.
  • 4Thought Financial Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2021 and has held it in 18 quarters since.
  • 4Thought Financial Group's Invesco DB US Dollar Index Bullish Fund position peaked at $197K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.