Advisory Services Network’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Advisory Services Network’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	–	Sell	-552	Closed	-$15.3K	–	4510
2026 Q1	$15.3K	Sell	552 -8,822	-94%	-$240K	﹤0.01%	3343
2025 Q4	$253K	Buy	9,374 +2,988	+47%	+$83.4K	﹤0.01%	1574
2025 Q3	$176K	Buy	+6,386	New	+$175K	﹤0.01%	1757
2025 Q2	–	Sell	-17,112	Closed	-$488K	–	1849
2025 Q1	$488K	Buy	+17,112	New	+$497K	0.01%	1067
2024 Q4	–	Sell	-18,819	Closed	-$548K	–	1726
2024 Q3	$548K	Hold	18,819	–	–	0.01%	950
2024 Q2	$548K	Buy	+18,819	New	+$541K	0.01%	950
2024 Q1	–	Sell	-13,502	Closed	-$366K	–	3566
2023 Q4	$366K	Buy	+13,502	New	+$395K	0.01%	1024
2023 Q2	–	Sell	-24,056	Closed	-$671K	–	3563
2023 Q1	$671K	Sell	24,056 -56,697	-70%	-$1.58M	0.02%	774
2022 Q4	$2.25M	Sell	80,753 -92,231	-53%	-$2.69M	0.07%	336
2022 Q3	$5.21M	Buy	172,984 +41	+0%	+$1.19K	0.18%	126
2022 Q2	$4.83M	Buy	172,943 +97,798	+130%	+$2.68M	0.17%	147
2022 Q1	$1.98M	Buy	+75,145	New	+$1.95M	0.06%	405
2021 Q3	–	Sell	-1,050	Closed	-$26K	–	3144
2021 Q2	$26K	Buy	+1,050	New	+$25.7K	﹤0.01%	2365
2021 Q1	–	Sell	-2,334	Closed	-$57K	–	2871
2020 Q4	$57K	Hold	2,334	–	–	﹤0.01%	1596
2020 Q3	$59K	Sell	2,334 -47,797	-95%	-$1.21M	﹤0.01%	1508
2020 Q2	$1.32M	Sell	50,131 -271,316	-84%	-$7.26M	0.07%	329
2020 Q1	$8.63M	Buy	321,447 +320,097	+23,711%	+$8.52M	0.56%	21
2019 Q4	$35K	Sell	1,350 -450	-25%	-$12K	﹤0.01%	1701
2019 Q3	$47K	Hold	1,800	–	–	﹤0.01%	1395
2019 Q2	$47K	Hold	1,800	–	–	﹤0.01%	1393
2019 Q1	$47K	Hold	1,800	–	–	﹤0.01%	1270
2018 Q4	$46K	Hold	1,800	–	–	﹤0.01%	1177
2018 Q3	$45K	Hold	1,800	–	–	﹤0.01%	1269
2018 Q2	$45K	Sell	1,800 -633	-26%	-$15.4K	﹤0.01%	1256
2018 Q1	$57K	Buy	2,433 +123	+5%	+$2.9K	﹤0.01%	1258
2017 Q4	$56K	Buy	2,310 +510	+28%	+$12.4K	﹤0.01%	1218
2017 Q3	$44K	Hold	1,800	–	–	0.01%	1146
2017 Q2	$45K	Sell	1,800 -100	-5%	-$2.54K	0.01%	1079
2017 Q1	$49K	Buy	+1,900	New	+$49.5K	0.01%	1004
2016 Q3	$44K	Sell	1,800 -100	-5%	-$2.48K	0.01%	903
2016 Q2	$47K	Hold	1,900	–	–	0.01%	802
2016 Q1	$47K	Hold	1,900	–	–	0.01%	685
2015 Q4	$49K	Hold	1,900	–	–	0.02%	589
2015 Q3	$48K	Hold	1,900	–	–	0.01%	541
2015 Q2	$48K	Sell	1,900 -5,206	-73%	-$131K	0.01%	512
2015 Q1	$181K	Buy	7,106 +5,400	+317%	+$136K	0.05%	298
2014 Q4	$42K	Buy	+1,706	New	+$39.6K	0.01%	456
2014 Q1	–	Sell	-1,500	Closed	-$32K	–	773
2013 Q4	$32K	Buy	+1,500	New	+$32.4K	0.02%	382

Other funds holding UUP

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advisory Services Network's UUP Position: Q2 2026 in Review

Advisory Services Network sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026, closing a stake of 552 shares — an estimated $15.3K sold.

Advisory Services Network first reported a position in UUP in Q4 2013 and held it in 38 quarters. The position peaked at $8.63M in Q1 2020. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Advisory Services Network reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 552 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $15.3K.
Advisory Services Network first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2013 and held it in 38 quarters.
Advisory Services Network's Invesco DB US Dollar Index Bullish Fund position peaked at $8.63M in Q1 2020.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.