Allworth Financial’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Allworth Financial’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	$19.9K	Hold	700	–	–	﹤0.01%	3206
2026 Q1	$19.4K	Hold	700	–	–	﹤0.01%	3022
2025 Q4	$18.9K	Hold	700	–	–	﹤0.01%	2864
2025 Q3	$19.3K	Hold	700	–	–	﹤0.01%	2735
2025 Q2	$18.8K	Buy	+700	New	+$19.3K	﹤0.01%	2557
2023 Q3	–	Sell	-221	Closed	-$6.27K	–	3552
2023 Q2	$6.27K	Sell	221 -565	-72%	-$15.9K	﹤0.01%	2018
2023 Q1	$21.9K	Buy	+786	New	+$22K	﹤0.01%	1402

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

Allworth Financial's UUP Position: Q2 2026 in Review

Allworth Financial held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q2 2026 at 700 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Allworth Financial first reported a position in UUP in Q1 2023 and has held it in 7 quarters since. The position peaked at $21.9K in Q1 2023. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Allworth Financial held 700 shares of Invesco DB US Dollar Index Bullish Fund worth $19.9K as of Q2 2026.
Allworth Financial left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q2 2026.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3206 holding.
Allworth Financial first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2023 and has held it in 7 quarters since.
Allworth Financial's Invesco DB US Dollar Index Bullish Fund position peaked at $21.9K in Q1 2023.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.